AF
GMS

Allworth Financial’s GMS Inc GMS Stock Holding History

Allworth Financial’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-357
Closed -$38.8K – 4961
2025
Q2 		$38.8K Buy
357
+2
+0.6% +$155 ﹤0.01% 2102
2025
Q1 		$26.1K Buy
355
+2
+0.6% +$159 ﹤0.01% 1915
2024
Q4 		$30.1K Hold
353
– – ﹤0.01% 1843
2024
Q3 		$32K Hold
353
– – ﹤0.01% 1611
2024
Q2 		$31.9K Hold
353
– – ﹤0.01% 1590
2024
Q1 		$34.4K Hold
353
– – ﹤0.01% 1470
2023
Q4 		$29.1K Buy
353
+44
+14% +$2.95K ﹤0.01% 1430
2023
Q3 		$19.8K Buy
309
+17
+6% +$1.18K ﹤0.01% 1522
2023
Q2 		$20.2K Hold
292
– – ﹤0.01% 1533
2023
Q1 		$16.9K Hold
292
– – ﹤0.01% 1558
2022
Q4 		$14.5K Hold
292
– – ﹤0.01% 1530
2022
Q3 		$12K Buy
+292
New +$14K ﹤0.01% 1544

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's GMS Position: Q3 2025 in Review

Allworth Financial sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 357 shares — an estimated $38.8K sold.

Allworth Financial first reported a position in GMS in Q3 2022 and held it in 12 quarters. The position peaked at $38.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Allworth Financial reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 357 GMS Inc shares in Q3 2025, an estimated $38.8K.
  • Allworth Financial first reported a position in GMS Inc in Q3 2022 and held it in 12 quarters.
  • Allworth Financial's GMS Inc position peaked at $38.8K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.