EPW
GAM

Evolve Private Wealth’s General American Investors Company GAM Stock Holding History

Evolve Private 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
2026
Q2 		$2.44M Sell
38,203
-2,142
-5% -$136K 0.15% 131
2026
Q1 		$2.36M Sell
40,345
-59
-0.1% -$3.56K 0.13% 156
2025
Q4 		$2.37M Buy
+40,404
New +$2.45M 0.14% 131

Other funds holding GAM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
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
Cohen & Steers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Evolve Private Wealth's GAM Position: Q2 2026 in Review

Evolve Private Wealth reduced its General American Investors Company (GAM) stake by 5.3% in Q2 2026, selling an estimated $136K and leaving 38,203 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #131.

Evolve Private Wealth first reported a position in GAM in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Evolve Private Wealth held 38,203 shares of General American Investors Company worth $2.44M as of Q2 2026.
  • Evolve Private Wealth sold 2,142 General American Investors Company shares in Q2 2026, an estimated $136K.
  • General American Investors Company made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #131 holding.
  • Evolve Private Wealth first reported a position in General American Investors Company in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.