GI
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GAMMA Investing’s Loar Holdings LOAR Stock Holding History

GAMMA Investing’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.1K Buy
490
+196
+67% +$13.8K ﹤0.01% 2689
2026
Q2 		$23.7K Sell
294
-214
-42% -$13.6K ﹤0.01% 2751
2026
Q1 		$29.1K Buy
508
+191
+60% +$12.9K ﹤0.01% 2516
2025
Q4 		$21.6K Sell
317
-48
-13% -$3.5K ﹤0.01% 2570
2025
Q3 		$29.2K Sell
365
-118
-24% -$8.87K ﹤0.01% 2325
2025
Q2 		$41.6K Buy
483
+111
+30% +$9.61K ﹤0.01% 2039
2025
Q1 		$26.3K Buy
372
+250
+205% +$18K ﹤0.01% 2226
2024
Q4 		$9.02K Buy
122
+23
+23% +$1.89K ﹤0.01% 2667
2024
Q3 		$7.38K Buy
+99
New +$6.57K ﹤0.01% 2577

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

GAMMA Investing's LOAR Position: Q3 2026 in Review

GAMMA Investing increased its Loar Holdings (LOAR) stake by 67% in Q3 2026, buying an estimated $13.8K and bringing the position to 490 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

GAMMA Investing first reported a position in LOAR in Q3 2024 and has held it in 9 quarters since. The position peaked at $41.6K in Q2 2025. 11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • GAMMA Investing held 490 shares of Loar Holdings worth $30.1K as of Q3 2026.
  • GAMMA Investing bought 196 Loar Holdings shares in Q3 2026, an estimated $13.8K.
  • Loar Holdings made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2689 holding.
  • GAMMA Investing first reported a position in Loar Holdings in Q3 2024 and has held it in 9 quarters since.
  • GAMMA Investing's Loar Holdings position peaked at $41.6K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

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