GI
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GAMMA Investing’s Patria Investments PAX Stock Holding History

GAMMA Investing’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92K Sell
539
-188
-26% -$2.24K ﹤0.01% 3403
2026
Q1 		$9.16K Sell
727
-378
-34% -$5.32K ﹤0.01% 3110
2025
Q4 		$17.6K Buy
1,105
+544
+97% +$8.14K ﹤0.01% 2689
2025
Q3 		$8.19K Buy
561
+60
+12% +$838 ﹤0.01% 2977
2025
Q2 		$7.04K Buy
501
+162
+48% +$1.94K ﹤0.01% 2978
2025
Q1 		$3.83K Sell
339
-48
-12% -$560 ﹤0.01% 3191
2024
Q4 		$4.5K Buy
387
+95
+33% +$1.12K ﹤0.01% 2959
2024
Q3 		$3.26K Buy
292
+218
+295% +$2.59K ﹤0.01% 2908
2024
Q2 		$892 Buy
+74
New +$975 ﹤0.01% 3089

Other funds holding PAX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM