FGC
SI

Financial Gravity Companies’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Financial Gravity Companies’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$40.9K Buy
+317
New +$40.9K 0.01% 330
2024
Q4 		$41.8K Buy
432
+13
+3% +$1.26K 0.01% 315
2024
Q3 		$42.3K Buy
+419
New +$42.3K 0.01% 193

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Financial Gravity Companies's SI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2025: 317 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SI as recently as Q4 2024.

Financial Gravity Companies first reported a position in SI in Q3 2024 and has held it in 3 quarters since. The position peaked at $42.3K in Q3 2024. 55 funds tracked by Wall St. Rank hold SI as of Q2 2025.

  • Financial Gravity Companies held 317 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $40.9K as of Q2 2025.
  • SIEMENS AKTIENGESELLSCHAFT ADS was a new Financial Gravity Companies position in Q2 2025.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #330 holding.
  • Financial Gravity Companies first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $42.3K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.