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Tree shares owned by GPS Wealth Strategies Group

Quarter-by-quarter ownership of Tree (TREE) shares owned by GPS Wealth Strategies Group from 13F filings

Historical chart of GPS Wealth Strategies Group investment in Tree

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All positions including Tree held by GPS Wealth Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by GPS Wealth Strategies Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 100 53.09
2025-09-30 $13k 200 64.73
2025-06-30 $7.4k 200 37.07

More positions owned by GPS Wealth Strategies Group

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corp Common Stock (MSFT)
Broadcom Common Stock (AVGO)
Invesco Intl MF Closed and MF Open (IPKW)
Alphabet Common Stock (GOOGL)
Wisdomtree Trust MF Closed and MF Open (IHDG)
First Trust MF Closed and MF Open (BUFH)
Vanguard Information MF Closed and MF Open (VGT)
Eaton Vance MF Closed and MF Open (ETY)
Lam Research Common Stock (LRCX)

View all positions for GPS Wealth Strategies Group

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
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

View all funds holding Tree