CWS
GPMT

Confluence Wealth Services’s Granite Point Mortgage Trust GPMT Stock Holding History

Confluence Wealth Services’s Portfolio GPMT Stock Details GPMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,543
Closed -$28.5K – 375
2025
Q2 		$28.5K Buy
+11,543
New +$25.9K ﹤0.01% 358
2022
Q3 		– Sell
-21,251
Closed -$211K – 244
2022
Q2 		$211K Sell
21,251
-1,279
-6% -$13.1K 0.09% 252
2022
Q1 		$250K Sell
22,530
-168
-0.7% -$1.92K 0.09% 211
2021
Q4 		$265K Buy
+22,698
New +$291K 0.09% 197

Other funds holding GPMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's GPMT Position: Q3 2025 in Review

Confluence Wealth Services sold out of Granite Point Mortgage Trust (GPMT) in Q3 2025, closing a stake of 11,543 shares — an estimated $28.5K sold.

Confluence Wealth Services first reported a position in GPMT in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q4 2021. 94 funds tracked by Wall St. Rank hold GPMT as of Q3 2025.

  • Confluence Wealth Services reported no remaining Granite Point Mortgage Trust position as of Q3 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 11,543 Granite Point Mortgage Trust shares in Q3 2025, an estimated $28.5K.
  • Confluence Wealth Services first reported a position in Granite Point Mortgage Trust in Q4 2021 and held it in 4 quarters.
  • Confluence Wealth Services's Granite Point Mortgage Trust position peaked at $265K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q3 2025.

Based on Confluence Wealth Services's 13F filing for Q3 2025, filed 28 Oct 2025.