FGAM
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Financial Gravity Asset Management’s Global Net Lease GNL Stock Holding History

Financial Gravity Asset Management’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Hold
14,951
– – 0.02% 191
2025
Q4 		$129K Hold
14,951
– – 0.02% 156
2025
Q3 		$122K Buy
+14,951
New +$114K 0.02% 198
2025
Q1 		$120K Buy
+14,951
New +$112K 0.03% 197
2024
Q2 		– Sell
-68
Closed -$525 – 1893
2024
Q1 		$525 Buy
+68
New +$558 ﹤0.01% 1362
2023
Q3 		– Sell
-10
Closed -$1.52K – 1459
2023
Q2 		$1.52K Sell
10
-3
-23% -$32 ﹤0.01% 711
2023
Q1 		$558 Hold
13
– – 0.02% 438
2022
Q4 		$5.39K Sell
13
-64
-83% -$794 0.03% 379
2022
Q3 		$159 Buy
+77
New +$1.07K 0.01% 590

Other funds holding GNL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HPM
Helix Partners Management New York $157M AUM 136.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return