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Citigroup shares owned by Gratus Wealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Gratus Wealth Advisors from 13F filings

Historical chart of Gratus Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 3.0k 113.39
2023-12-31 $290k 5.6k 51.44

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Gratus Wealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup