Covestor’s GMS Inc GMS Stock Holding History

Covestor’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	-2	Closed	–	–	2457
2025 Q2	$0	Sell	2 -485	-100%	-$37.5K	﹤0.01%	2408
2025 Q1	$35K	Buy	487 +215	+79%	+$17.1K	0.02%	969
2024 Q4	$24K	Sell	272 -103	-27%	-$9.68K	0.02%	1129
2024 Q3	$34K	Sell	375 -183	-33%	-$16.2K	0.02%	1015
2024 Q2	$45K	Sell	558 -2,357	-81%	-$217K	0.03%	900
2024 Q1	$284K	Buy	2,915 +1,481	+103%	+$130K	0.18%	55
2023 Q4	$118K	Buy	1,434 +81	+6%	+$5.42K	0.08%	391
2023 Q3	$86K	Sell	1,353 -526	-28%	-$36.5K	0.06%	505
2023 Q2	$130K	Sell	1,879 -51	-3%	-$3.15K	0.1%	295
2023 Q1	$112K	Buy	1,930 +1,905	+7,620%	+$108K	0.1%	317
2022 Q4	$1K	Buy	25 +11	+79%	+$527	﹤0.01%	1877
2022 Q3	$1K	Buy	14 +6	+75%	+$287	﹤0.01%	1803
2022 Q2	$0	Sell	8 -4	-33%	-$190	﹤0.01%	2087
2022 Q1	$1K	Sell	12 -5	-29%	-$263	﹤0.01%	1829
2021 Q4	$1K	Buy	+17	New	+$918	﹤0.01%	1765

Other funds holding GMS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Covestor's GMS Position: Q3 2025 in Review

Covestor sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 2 shares.

Covestor first reported a position in GMS in Q4 2021 and held it in 15 quarters. The position peaked at $284K in Q1 2024. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

Covestor reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
Covestor sold 2 GMS Inc shares in Q3 2025.
Covestor first reported a position in GMS Inc in Q4 2021 and held it in 15 quarters.
Covestor's GMS Inc position peaked at $284K in Q1 2024.
3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.