GAMMA Investing’s F&G Annuities & Life FG Stock Holding History

GAMMA Investing’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.18K	Sell	270 -40	-13%	-$1.09K	﹤0.01%	3343
2026 Q1	$7.85K	Sell	310 -622	-67%	-$16.2K	﹤0.01%	3189
2025 Q4	$28.8K	Buy	932 +757	+433%	+$23.7K	﹤0.01%	2414
2025 Q3	$5.47K	Buy	175 +13	+8%	+$429	﹤0.01%	3140
2025 Q2	$5.18K	Sell	162 -176	-52%	-$5.84K	﹤0.01%	3101
2025 Q1	$12.2K	Buy	338 +57	+20%	+$2.39K	﹤0.01%	2653
2024 Q4	$11.6K	Sell	281 -4	-1%	-$176	﹤0.01%	2531
2024 Q3	$12.7K	Buy	285 +218	+325%	+$9.02K	﹤0.01%	2346
2024 Q2	$2.55K	Hold	67	–	–	﹤0.01%	2814
2024 Q1	$2.72K	Hold	67	–	–	﹤0.01%	2649
2023 Q4	$3K	Buy	+67	New	+$2.5K	﹤0.01%	2439

Other funds holding FG

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return