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Tortoise Capital Series Trus shares owned by GM Advisory

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by GM Advisory from 13F filings

Historical chart of GM Advisory investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by GM Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by GM Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $274k 7.9k 34.64

More positions owned by GM Advisory

SPDR Portfolio S&P 500 ETF Etf (SPYM)
iShares TR iShares 0-3 MNTH Treas BD ETF Etf (SGOV)
iShares Gold Trust iShares Etf (IAU)
Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI)
BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC)
iShares TR MSCI Acwi Ex US ETF Etf (ACWX)
iShares TR Russell 3000 ETF Etf (IWV)
Apple (AAPL)
iShares Barclays 1-3 YR TSY BD Etf (SHY)
iShares TR Core S&P Total U S STK MKT ETF Etf (ITOT)
iShares TR PHLX Semiconductor ETF Etf (SOXX)
SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB)
NVIDIA Corporation (NVDA)
SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS)
Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K.. (PDBC)

View all positions for GM Advisory

Top funds holding Tortoise Capital Series Trus

Jane Street
Sterneck Capital Management
Parallel Advisors
Gts Securities
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atria Investments
HighTower Advisors
BKD Wealth Advisors
BIP Wealth
Savvy Advisors
Mariner Wealth Advisors
GM Advisory
Evergreen Wealth Solutions
Hollencrest Securities
CWM

View all funds holding Tortoise Capital Series Trus