GI
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GAMMA Investing’s NewtekOne NEWT Stock Holding History

GAMMA Investing’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Buy
1,230
+105
+9% +$1.39K ﹤0.01% 2886
2026
Q1 		$12.3K Buy
1,125
+155
+16% +$1.97K ﹤0.01% 2964
2025
Q4 		$11K Buy
970
+469
+94% +$5.12K ﹤0.01% 2931
2025
Q3 		$5.74K Buy
501
+71
+17% +$841 ﹤0.01% 3122
2025
Q2 		$4.85K Buy
430
+327
+317% +$3.5K ﹤0.01% 3134
2025
Q1 		$1.23K Buy
103
+13
+14% +$164 ﹤0.01% 3519
2024
Q4 		$1.15K Buy
+90
New +$1.22K ﹤0.01% 3382
2024
Q3 		– Sell
-3
Closed -$38 – 3636
2024
Q2 		$38 Buy
+3
New +$37 ﹤0.01% 3430
2024
Q1 		– Sell
-115
Closed -$1.38K – 3350
2023
Q4 		$1.38K Buy
+115
New +$1.61K ﹤0.01% 2692

Other funds holding NEWT

1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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