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Great Elm Group shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Great Elm Group (GEG) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Great Elm Group

Tip: Access up to 7 years of quarterly data

All positions including Great Elm Group held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Great Elm Group by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8 3 2.67

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
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Microsoft Corp Stock (MSFT)
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Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

Top funds holding Great Elm Group

Becker Drapkin Management
Kingdon Capital Management
Goldman Sachs Group
Vanguard Group
Renaissance Technologies
BlackRock
Geode Capital Management
Rockefeller Capital Management
State Street Corporation
Millennium Management
Bridgeway Capital Management
Northern Trust
Trust Co Of Toledo Na
Citadel Advisors
Jane Street

View all funds holding Great Elm Group