GAMMA Investing’s Orion OEC Stock Holding History

GAMMA Investing’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.61K	Buy	1,354 +315	+30%	+$1.97K	﹤0.01%	3484
2026 Q2	$6.89K	Buy	1,039 +74	+8%	+$532	﹤0.01%	3357
2026 Q1	$6.27K	Sell	965 -173	-15%	-$1.02K	﹤0.01%	3285
2025 Q4	$6.01K	Buy	1,138 +953	+515%	+$5.17K	﹤0.01%	3201
2025 Q3	$1.4K	Sell	185 -193	-51%	-$1.95K	﹤0.01%	3538
2025 Q2	$3.96K	Sell	378 -1,477	-80%	-$16.7K	﹤0.01%	3209
2025 Q1	$24K	Buy	1,855 +1,827	+6,525%	+$25.8K	﹤0.01%	2278
2024 Q4	$442	Buy	28 +19	+211%	+$321	﹤0.01%	3592
2024 Q3	$160	Sell	9 -72	-89%	-$1.39K	﹤0.01%	3530
2024 Q2	$1.78K	Buy	81 +9	+13%	+$217	﹤0.01%	2915
2024 Q1	$1.69K	Buy	72 +19	+36%	+$439	﹤0.01%	2793
2023 Q4	$1.19K	Buy	+53	New	+$1.22K	﹤0.01%	2743

Other funds holding OEC

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's OEC Position: Q3 2026 in Review

GAMMA Investing increased its Orion (OEC) stake by 30% in Q3 2026, buying an estimated $1.97K and bringing the position to 1,354 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

GAMMA Investing first reported a position in OEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $24K in Q1 2025. 4 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

GAMMA Investing held 1,354 shares of Orion worth $7.61K as of Q3 2026.
GAMMA Investing bought 315 Orion shares in Q3 2026, an estimated $1.97K.
Orion made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3484 holding.
GAMMA Investing first reported a position in Orion in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Orion position peaked at $24K in Q1 2025.
4 funds tracked by Wall St. Rank held Orion as of Q3 2026.

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