GI
ASG

GAMMA Investing’s Liberty All-Star Growth Fund ASG Stock Holding History

GAMMA Investing’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,911
Closed -$26K – 4117
2025
Q4 		$26K Hold
4,911
– – ﹤0.01% 2466
2025
Q3 		$27.3K Hold
4,911
– – ﹤0.01% 2364
2025
Q2 		$26.9K Hold
4,911
– – ﹤0.01% 2307
2025
Q1 		$24K Hold
4,911
– – ﹤0.01% 2276
2024
Q4 		$27.7K Hold
4,911
– – ﹤0.01% 2091
2024
Q3 		$27.6K Buy
+4,911
New +$26.5K ﹤0.01% 1910

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

GAMMA Investing's ASG Position: Q1 2026 in Review

GAMMA Investing sold out of Liberty All-Star Growth Fund (ASG) in Q1 2026, closing a stake of 4,911 shares — an estimated $26K sold.

GAMMA Investing first reported a position in ASG in Q3 2024 and held it in 6 quarters. The position peaked at $27.7K in Q4 2024. 74 funds tracked by Wall St. Rank hold ASG as of Q1 2026.

  • GAMMA Investing reported no remaining Liberty All-Star Growth Fund position as of Q1 2026 after selling out during the quarter.
  • GAMMA Investing sold 4,911 Liberty All-Star Growth Fund shares in Q1 2026, an estimated $26K.
  • GAMMA Investing first reported a position in Liberty All-Star Growth Fund in Q3 2024 and held it in 6 quarters.
  • GAMMA Investing's Liberty All-Star Growth Fund position peaked at $27.7K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.