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General American Investors shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of General American Investors (GAM) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in General American Investors

Tip: Access up to 7 years of quarterly data

All positions including General American Investors held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General American Investors by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 20k 58.73

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Waller Financial Planning Group

Top funds holding General American Investors

Saba Capital Management
Lazard Asset Management
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Brooklyn Capital Management
Neville Rodie & Shaw
1607 Capital Partners
Sit Investment Associates
Cohen & Steers Capital Management
Royal Bank of Canada
Pathstone Holdings
Levin Capital Strategies
Advisors Asset Management
Epoch Investment Partners
Cornerstone Advisors

View all funds holding General American Investors