GAMMA Investing
ADAM icon

GAMMA Investing’s Adamas Trust ADAM Stock Holding History

GAMMA Investing’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77.6K Buy
9,974
+2,065
+26% +$19.1K ﹤0.01% 2062
2026
Q2 		$74.2K Sell
7,909
-58
-0.7% -$499 ﹤0.01% 2031
2026
Q1 		$58.6K Sell
7,967
-351
-4% -$2.8K ﹤0.01% 2082
2025
Q4 		$60.7K Buy
8,318
+693
+9% +$4.92K ﹤0.01% 1937
2025
Q3 		$53.1K Buy
7,625
+3,279
+75% +$22.8K ﹤0.01% 1947
2025
Q2 		$29.1K Buy
4,346
+1,410
+48% +$8.94K ﹤0.01% 2266
2025
Q1 		$19.1K Buy
2,936
+1,514
+106% +$9.6K ﹤0.01% 2410
2024
Q4 		$8.62K Buy
1,422
+753
+113% +$4.42K ﹤0.01% 2693
2024
Q3 		$4.24K Sell
669
-240
-26% -$1.54K ﹤0.01% 2812
2024
Q2 		$5.31K Buy
909
+281
+45% +$1.8K ﹤0.01% 2551
2024
Q1 		$4.52K Buy
628
+127
+25% +$968 ﹤0.01% 2451
2023
Q4 		$3.93K Buy
+501
New +$4.22K ﹤0.01% 2339

Other funds holding ADAM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing's ADAM Position: Q3 2026 in Review

GAMMA Investing increased its Adamas Trust (ADAM) stake by 26% in Q3 2026, buying an estimated $19.1K and bringing the position to 9,974 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

GAMMA Investing first reported a position in ADAM in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • GAMMA Investing held 9,974 shares of Adamas Trust worth $77.6K as of Q3 2026.
  • GAMMA Investing bought 2,065 Adamas Trust shares in Q3 2026, an estimated $19.1K.
  • Adamas Trust made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2062 holding.
  • GAMMA Investing first reported a position in Adamas Trust in Q4 2023 and has held it in 12 quarters since.
  • 15 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.