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Game Plan Financial Advisors’s Global Water Resources GWRS Stock Holding History

Game Plan Financial Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$25 – 361
2025
Q4 		$25 Buy
+3
New +$28 ﹤0.01% 344

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Game Plan Financial Advisors's GWRS Position: Q1 2026 in Review

Game Plan Financial Advisors sold out of Global Water Resources (GWRS) in Q1 2026, closing a stake of 3 shares — an estimated $25 sold.

Game Plan Financial Advisors first reported a position in GWRS in Q4 2025 and held it in 1 quarter. The position peaked at $25 in Q4 2025. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Game Plan Financial Advisors reported no remaining Global Water Resources position as of Q1 2026 after selling out during the quarter.
  • Game Plan Financial Advisors sold 3 Global Water Resources shares in Q1 2026, an estimated $25.
  • Game Plan Financial Advisors first reported a position in Global Water Resources in Q4 2025 and held it in 1 quarter.
  • Game Plan Financial Advisors's Global Water Resources position peaked at $25 in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.