PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Gauzy GAUZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio GAUZ Stock Details GAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$2.58K	–	574
2025 Q4	$2.58K	Hold	2,000	–	–	﹤0.01%	465
2025 Q3	$12.7K	Buy	2,000 +1,000	+100%	+$6.2K	﹤0.01%	390
2025 Q2	$8.44K	Hold	1,000	–	–	﹤0.01%	376
2025 Q1	$8K	Hold	1,000	–	–	﹤0.01%	374
2024 Q4	$9.91K	Hold	1,000	–	–	﹤0.01%	365
2024 Q3	$8.85K	Buy	+1,000	New	+$10.2K	﹤0.01%	302

Other funds holding GAUZ

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GAUZ Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Gauzy (GAUZ) in Q1 2026, closing a stake of 2,000 shares — an estimated $2.58K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GAUZ in Q3 2024 and held it in 6 quarters. The position peaked at $12.7K in Q3 2025. 17 funds tracked by Wall St. Rank hold GAUZ as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Gauzy position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,000 Gauzy shares in Q1 2026, an estimated $2.58K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Gauzy in Q3 2024 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Gauzy position peaked at $12.7K in Q3 2025.
17 funds tracked by Wall St. Rank held Gauzy as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.