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Estate Planners Group’s Garrett Motion GTX Stock Holding History

Estate Planners Group’s Portfolio GTX Stock Details GTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$17 – 199
2025
Q4 		$17 Buy
+1
New +$16 ﹤0.01% 466

Other funds holding GTX

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Estate Planners Group's GTX Position: Q1 2026 in Review

Estate Planners Group sold out of Garrett Motion (GTX) in Q1 2026, closing a stake of 1 share — an estimated $17 sold.

Estate Planners Group first reported a position in GTX in Q4 2025 and held it in 1 quarter. The position peaked at $17 in Q4 2025. 411 funds tracked by Wall St. Rank hold GTX as of Q1 2026.

  • Estate Planners Group reported no remaining Garrett Motion position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1 Garrett Motion share in Q1 2026, an estimated $17.
  • Estate Planners Group first reported a position in Garrett Motion in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Garrett Motion position peaked at $17 in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Garrett Motion as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.