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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Guidewire Software GWRE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$748 – 558
2026
Q1 		$748 Buy
+5
New +$761 ﹤0.01% 488

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GWRE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 5 shares — an estimated $748 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GWRE in Q1 2026 and held it in 1 quarter. The position peaked at $748 in Q1 2026. 241 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 Guidewire Software shares in Q2 2026, an estimated $748.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Guidewire Software in Q1 2026 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Guidewire Software position peaked at $748 in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.