GAMMA Investing
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GAMMA Investing’s Alphatec Holdings ATEC Stock Holding History

GAMMA Investing’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.45K Buy
334
+156
+88% +$1.48K ﹤0.01% 3790
2026
Q2 		$1.54K Sell
178
-68
-28% -$619 ﹤0.01% 3775
2026
Q1 		$2.68K Sell
246
-422
-63% -$6.14K ﹤0.01% 3573
2025
Q4 		$14.1K Buy
668
+108
+19% +$2K ﹤0.01% 2806
2025
Q3 		$8.14K Buy
560
+301
+116% +$4.19K ﹤0.01% 2979
2025
Q2 		$2.88K Buy
259
+31
+14% +$356 ﹤0.01% 3298
2025
Q1 		$2.31K Buy
228
+222
+3,700% +$2.38K ﹤0.01% 3371
2024
Q4 		$55 Sell
6
-2
-25% -$16 ﹤0.01% 3760
2024
Q3 		$44 Sell
8
-105
-93% -$806 ﹤0.01% 3566
2024
Q2 		$1.18K Buy
113
+105
+1,313% +$1.22K ﹤0.01% 3021
2024
Q1 		$110 Hold
8
– – ﹤0.01% 3279
2023
Q4 		$129 Buy
+8
New +$96 ﹤0.01% 3136

Other funds holding ATEC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GAMMA Investing's ATEC Position: Q3 2026 in Review

GAMMA Investing increased its Alphatec Holdings (ATEC) stake by 88% in Q3 2026, buying an estimated $1.48K and bringing the position to 334 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

GAMMA Investing first reported a position in ATEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.1K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • GAMMA Investing held 334 shares of Alphatec Holdings worth $3.45K as of Q3 2026.
  • GAMMA Investing bought 156 Alphatec Holdings shares in Q3 2026, an estimated $1.48K.
  • Alphatec Holdings made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3790 holding.
  • GAMMA Investing first reported a position in Alphatec Holdings in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Alphatec Holdings position peaked at $14.1K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

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