GPWM
Latest statistics and disclosures from GPWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VTEB, VEA, VV, VB, and represent 55.40% of GPWM's stock portfolio.
- Added to shares of these 7 stocks: VTEB (+$7.3M), BND, BNDX, VNQ, VWO, VSS, DFUS.
- Reduced shares in these 8 stocks: BIV (-$9.2M), VV, VTV, VB, VEA, VTIP, VBR, ESGV.
- Sold out of its position in BIV.
- GPWM was a net seller of stock by $-3.8M.
- GPWM has $125M in assets under management (AUM), dropping by 0.15%.
- Central Index Key (CIK): 0001905162
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GPWM holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by GPWM
SEC 13F filings are viewable for GPWM going back to 2021
- GPWM 2024 Q1 filed April 24, 2024
- GPWM 2023 Q4 filed Feb. 1, 2024
- GPWM 2023 Q3 filed Oct. 11, 2023
- GPWM 2023 Q2 filed July 25, 2023
- GPWM 2023 Q1 filed April 11, 2023
- GPWM 2022 Q4 filed Jan. 20, 2023
- GPWM 2022 Q3 filed Oct. 11, 2022
- GPWM 2022 Q2 filed July 18, 2022
- GPWM 2022 Q1 filed April 7, 2022
- GPWM 2021 Q4 filed Feb. 2, 2022