Evolve Private Wealth’s Green Dot GDOT Stock Holding History

Evolve Private Wealth’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27,550	Closed	-$353K	–	1020
2025 Q4	$353K	Buy	+27,550	New	+$342K	0.02%	666

Other funds holding GDOT

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolve Private Wealth's GDOT Position: Q1 2026 in Review

Evolve Private Wealth sold out of Green Dot (GDOT) in Q1 2026, closing a stake of 27,550 shares — an estimated $353K sold.

Evolve Private Wealth first reported a position in GDOT in Q4 2025 and held it in 1 quarter. The position peaked at $353K in Q4 2025. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

Evolve Private Wealth reported no remaining Green Dot position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 27,550 Green Dot shares in Q1 2026, an estimated $353K.
Evolve Private Wealth first reported a position in Green Dot in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's Green Dot position peaked at $353K in Q4 2025.
173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.