Gra shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Gra
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All positions including Gra held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Gra by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 300k | 84.96 |
| 2025-06-30 | $22M | 256k | 85.97 |
| 2025-03-31 | $20M | 238k | 83.51 |
| 2024-12-31 | $18M | 208k | 84.29 |
| 2024-09-30 | $15M | 169k | 87.51 |
| 2024-06-30 | $9.4M | 118k | 79.28 |
| 2024-03-31 | $8.6M | 91k | 93.73 |
| 2023-12-31 | $8.3M | 97k | 84.75 |
| 2023-09-30 | $4.9M | 68k | 72.88 |
| 2023-06-30 | $4.6M | 54k | 86.35 |
| 2023-03-31 | $3.4M | 46k | 73.01 |
| 2022-12-31 | $3.0M | 45k | 67.26 |
| 2022-09-30 | $2.7M | 44k | 59.94 |
| 2022-06-30 | $1.4M | 24k | 59.39 |
| 2022-03-31 | $1.7M | 24k | 69.71 |
| 2021-12-31 | $1.9M | 23k | 80.63 |
| 2021-09-30 | $1.6M | 23k | 69.97 |
| 2021-06-30 | $1.8M | 24k | 75.68 |
| 2021-03-31 | $1.7M | 24k | 71.62 |
| 2020-12-31 | $1.8M | 25k | 72.35 |
| 2020-09-30 | $1.5M | 25k | 61.36 |
| 2020-06-30 | $1.2M | 25k | 47.99 |
| 2020-03-31 | $1.2M | 25k | 48.72 |
| 2019-12-31 | $1.3M | 25k | 52.02 |
| 2019-09-30 | $1.1M | 24k | 46.06 |
| 2019-06-30 | $1.1M | 22k | 50.18 |