GI
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GAMMA Investing’s Spire SR Stock Holding History

GAMMA Investing’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Sell
1,626
-62
-4% -$5.33K ﹤0.01% 1631
2026
Q1 		$153K Buy
1,688
+61
+4% +$5.35K 0.01% 1312
2025
Q4 		$135K Buy
1,627
+50
+3% +$4.26K 0.01% 1348
2025
Q3 		$129K Buy
1,577
+328
+26% +$24.9K 0.01% 1294
2025
Q2 		$91.2K Buy
1,249
+522
+72% +$39.1K 0.01% 1521
2025
Q1 		$56.9K Buy
727
+289
+66% +$21.1K ﹤0.01% 1701
2024
Q4 		$29.7K Buy
438
+204
+87% +$13.7K ﹤0.01% 2049
2024
Q3 		$15.7K Buy
234
+175
+297% +$11.4K ﹤0.01% 2245
2024
Q2 		$3.58K Sell
59
-8
-12% -$483 ﹤0.01% 2685
2024
Q1 		$4.11K Buy
67
+28
+72% +$1.67K ﹤0.01% 2492
2023
Q4 		$2.21K Buy
+39
New +$2.33K ﹤0.01% 2547

Other funds holding SR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return