ECM
GMS

Evergreen Capital Management’s GMS Inc GMS Stock Holding History

Evergreen Capital Management’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
-1,971
Closed -$214K – 1335
2025
Q2 		$214K Sell
1,971
-1,608
-45% -$124K 0.01% 997
2025
Q1 		$262K Buy
+3,579
New +$285K 0.01% 833

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's GMS Position: Q3 2025 in Review

Evergreen Capital Management sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 1,971 shares — an estimated $214K sold.

Evergreen Capital Management first reported a position in GMS in Q1 2025 and held it in 2 quarters. The position peaked at $262K in Q1 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Evergreen Capital Management reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 1,971 GMS Inc shares in Q3 2025, an estimated $214K.
  • Evergreen Capital Management first reported a position in GMS Inc in Q1 2025 and held it in 2 quarters.
  • Evergreen Capital Management's GMS Inc position peaked at $262K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.