Evoke Wealth’s General American Investors Company GAM Stock Holding History

Evoke Wealth’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,322	Closed	-$207K	–	705
2025 Q3	$207K	Buy	+3,322	New	+$196K	﹤0.01%	602
2022 Q4	–	Sell	-3,322	Closed	-$112K	–	673
2022 Q3	$112K	Hold	3,322	–	–	﹤0.01%	397
2022 Q2	$117K	Hold	3,322	–	–	﹤0.01%	391
2022 Q1	$141K	Hold	3,322	–	–	﹤0.01%	391
2021 Q4	$147K	Hold	3,322	–	–	﹤0.01%	401
2021 Q3	$143K	Hold	3,322	–	–	0.01%	380
2021 Q2	$144K	Hold	3,322	–	–	0.01%	397
2021 Q1	$132K	Hold	3,322	–	–	0.01%	352
2020 Q4	$124K	Hold	3,322	–	–	0.01%	282
2020 Q3	$113K	Hold	3,322	–	–	0.01%	268
2020 Q2	$106K	Hold	3,322	–	–	0.01%	264
2020 Q1	$91.1K	Hold	3,322	–	–	0.01%	269
2019 Q4	$125K	Hold	3,322	–	–	0.02%	294
2019 Q3	$121K	Buy	+3,322	New	+$120K	0.01%	335

Other funds holding GAM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evoke Wealth's GAM Position: Q4 2025 in Review

Evoke Wealth sold out of General American Investors Company (GAM) in Q4 2025, closing a stake of 3,322 shares — an estimated $207K sold.

Evoke Wealth first reported a position in GAM in Q3 2019 and held it in 14 quarters. The position peaked at $207K in Q3 2025. 92 funds tracked by Wall St. Rank hold GAM as of Q4 2025.

Evoke Wealth reported no remaining General American Investors Company position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 3,322 General American Investors Company shares in Q4 2025, an estimated $207K.
Evoke Wealth first reported a position in General American Investors Company in Q3 2019 and held it in 14 quarters.
Evoke Wealth's General American Investors Company position peaked at $207K in Q3 2025.
92 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.