Baron Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Baron Wealth Management’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$357K	Hold	2,354	–	–	0.09%	169
2026 Q2	$337K	Sell	2,354 -12	-0.5%	-$1.9K	0.09%	181
2026 Q1	$402K	Sell	2,366 -87	-4%	-$14.6K	0.12%	138
2025 Q4	$408K	Sell	2,453 -3	-0.1%	-$543	0.13%	126
2025 Q3	$539K	Hold	2,456	–	–	0.18%	80
2025 Q2	$464K	Sell	2,456 -52	-2%	-$9.6K	0.16%	88
2025 Q1	$434K	Sell	2,508 -19	-0.8%	-$3.3K	0.19%	86
2024 Q4	$414K	Hold	2,527	–	–	0.19%	80
2024 Q3	$358K	Sell	2,527 -2	-0.1%	-$289	0.17%	99
2024 Q2	$354K	Sell	2,529 -12	-0.5%	-$1.65K	0.18%	87
2024 Q1	$346K	Sell	2,541 -768	-23%	-$100K	0.18%	97
2023 Q4	$437K	Sell	3,309 -1	-0%	-$130	0.24%	62
2023 Q3	$387K	Buy	3,310 +50	+2%	+$5.55K	0.25%	62
2023 Q2	$336K	Buy	3,260 +27	+0.8%	+$2.97K	0.21%	80
2023 Q1	$368K	Sell	3,233 -921	-22%	-$104K	0.26%	65
2022 Q4	$439K	Buy	+4,154	New	+$414K	0.34%	46

Other funds holding LOPE

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Baron Wealth Management's LOPE Position: Q3 2026 in Review

Baron Wealth Management held its Grand Canyon Education (LOPE) position steady in Q3 2026 at 2,354 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #169.

Baron Wealth Management first reported a position in LOPE in Q4 2022 and has held it in 16 quarters since. The position peaked at $539K in Q3 2025. 211 funds tracked by Wall St. Rank hold LOPE as of Q3 2026.

Baron Wealth Management held 2,354 shares of Grand Canyon Education worth $357K as of Q3 2026.
Baron Wealth Management left its Grand Canyon Education share count unchanged in Q3 2026.
Grand Canyon Education made up 0.09% of Baron Wealth Management's portfolio in Q3 2026, its #169 holding.
Baron Wealth Management first reported a position in Grand Canyon Education in Q4 2022 and has held it in 16 quarters since.
Baron Wealth Management's Grand Canyon Education position peaked at $539K in Q3 2025.
211 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.