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Tree shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Tree

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All positions including Tree held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 390 64.73
2025-06-30 $15k 390 37.07
2025-03-31 $36k 715 50.27
2024-12-31 $44k 1.1k 38.75
2024-09-30 $82k 1.4k 58.03
2024-06-30 $15k 362 41.59

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Susquehanna International

View all funds holding Tree