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Avidian Wealth Enterprises’s Plains GP Holdings PAGP Stock Holding History

Avidian Wealth Enterprises’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.71M Sell
104,442
-2,717
-3% -$71.7K 0.08% 172
2026
Q2 		$2.6M Buy
107,159
+2,705
+3% +$64.9K 0.07% 181
2026
Q1 		$2.54M Buy
104,454
+79,192
+313% +$1.73M 0.08% 160
2025
Q4 		$484K Buy
25,262
+379
+2% +$6.83K 0.02% 383
2025
Q3 		$454K Buy
24,883
+3,870
+18% +$73.9K 0.02% 389
2025
Q2 		$408K Buy
21,013
+352
+2% +$6.55K 0.02% 383
2025
Q1 		$441K Sell
20,661
-1,918
-8% -$40.4K 0.02% 333
2024
Q4 		$415K Buy
22,579
+10,785
+91% +$200K 0.02% 333
2024
Q3 		$218K Sell
11,794
-233
-2% -$4.42K 0.01% 466
2024
Q2 		$226K Buy
+12,027
New +$221K 0.01% 457

Other funds holding PAGP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's PAGP Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Plains GP Holdings (PAGP) stake by 2.5% in Q3 2026, selling an estimated $71.7K and leaving 104,442 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #172.

Avidian Wealth Enterprises first reported a position in PAGP in Q2 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • Avidian Wealth Enterprises held 104,442 shares of Plains GP Holdings worth $2.71M as of Q3 2026.
  • Avidian Wealth Enterprises sold 2,717 Plains GP Holdings shares in Q3 2026, an estimated $71.7K.
  • Plains GP Holdings made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #172 holding.
  • Avidian Wealth Enterprises first reported a position in Plains GP Holdings in Q2 2024 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.