BWA
GEG icon

Basecamp Wealth Advisors’s Great Elm Group GEG Stock Holding History

Basecamp Wealth Advisors’s Portfolio GEG Stock Details GEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586 Hold
269
– – ﹤0.01% 1611
2026
Q1 		$503 Hold
269
– – ﹤0.01% 1725
2025
Q4 		$686 Buy
+269
New +$673 ﹤0.01% 1573

Other funds holding GEG

NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Basecamp Wealth Advisors's GEG Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Great Elm Group (GEG) position steady in Q2 2026 at 269 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Basecamp Wealth Advisors first reported a position in GEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $686 in Q4 2025. 25 funds tracked by Wall St. Rank hold GEG as of Q2 2026.

  • Basecamp Wealth Advisors held 269 shares of Great Elm Group worth $586 as of Q2 2026.
  • Basecamp Wealth Advisors left its Great Elm Group share count unchanged in Q2 2026.
  • Great Elm Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1611 holding.
  • Basecamp Wealth Advisors first reported a position in Great Elm Group in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Great Elm Group position peaked at $686 in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Great Elm Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.