EWA
GMS

EverSource Wealth Advisors’s GMS Inc GMS Stock Holding History

EverSource Wealth Advisors’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
-245
Closed -$26.6K – 4386
2025
Q2 		$26.6K Buy
245
+179
+271% +$13.8K ﹤0.01% 2070
2025
Q1 		$4.83K Buy
66
+2
+3% +$159 ﹤0.01% 2512
2024
Q4 		$5.43K Sell
64
-46
-42% -$4.32K ﹤0.01% 2304
2024
Q3 		$9.96K Buy
110
+12
+12% +$1.06K ﹤0.01% 1867
2024
Q2 		$9.43K Sell
98
-13
-12% -$1.2K ﹤0.01% 1889
2024
Q1 		$10.3K Buy
111
+17
+18% +$1.49K ﹤0.01% 1679
2023
Q4 		$7.75K Hold
94
– – ﹤0.01% 1681
2023
Q3 		$6.01K Sell
94
-47
-33% -$3.26K ﹤0.01% 1630
2023
Q2 		$9.76K Buy
141
+81
+135% +$5.01K ﹤0.01% 1452
2023
Q1 		$3.47K Sell
60
-125
-68% -$7.08K ﹤0.01% 1759
2022
Q4 		$9.21K Sell
185
-87
-32% -$4.17K ﹤0.01% 1362
2022
Q3 		$11K Sell
272
-81
-23% -$3.88K ﹤0.01% 1094
2022
Q2 		$16K Hold
353
– – ﹤0.01% 890
2022
Q1 		$17K Hold
353
– – ﹤0.01% 763
2021
Q4 		$21K Buy
+353
New +$19.1K 0.01% 661

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

EverSource Wealth Advisors's GMS Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 245 shares — an estimated $26.6K sold.

EverSource Wealth Advisors first reported a position in GMS in Q4 2021 and held it in 15 quarters. The position peaked at $26.6K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 245 GMS Inc shares in Q3 2025, an estimated $26.6K.
  • EverSource Wealth Advisors first reported a position in GMS Inc in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's GMS Inc position peaked at $26.6K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.