GI
OEC icon

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
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

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing's OEC Position: Q2 2026 in Review

GAMMA Investing increased its Orion (OEC) stake by 7.7% in Q2 2026, buying an estimated $532 and bringing the position to 1,039 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3357.

GAMMA Investing first reported a position in OEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $24K in Q1 2025. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • GAMMA Investing held 1,039 shares of Orion worth $6.89K as of Q2 2026.
  • GAMMA Investing bought 74 Orion shares in Q2 2026, an estimated $532.
  • Orion made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3357 holding.
  • GAMMA Investing first reported a position in Orion in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Orion position peaked at $24K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.