GI
III icon

GAMMA Investing’s Information Services Group III Stock Holding History

GAMMA Investing’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$653 Buy
159
+82
+106% +$343 ﹤0.01% 3948
2026
Q1 		$296 Sell
77
-124
-62% -$610 ﹤0.01% 4027
2025
Q4 		$1.16K Buy
201
+124
+161% +$696 ﹤0.01% 3747
2025
Q3 		$443 Hold
77
– – ﹤0.01% 3728
2025
Q2 		$370 Buy
+77
New +$332 ﹤0.01% 3672

Other funds holding III

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return