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Flexshares Tr mornstar upstr shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Gerald Baker Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 18k 55.16

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
Common Fund For Nonprofit Organizations
ValMark Advisers
Morgan Stanley
Goodman & Company, Investment Counsel
First Interstate Bank
Connable Office
Aaron Wealth Advisors
Moller Financial Services
NBT Bank
Versant Capital Management
Barry Investment Advisors
Hills Bank And Trust Company
Pure Financial Advisors

View all funds holding Flexshares Tr mornstar upstr