GAMMA Investing’s Stem STEM Stock Holding History

GAMMA Investing’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-120	Closed	-$937	–	4394
2026 Q2	$937	Sell	120 -82	-41%	-$761	﹤0.01%	3895
2026 Q1	$1.79K	Sell	202 -26	-11%	-$349	﹤0.01%	3699
2025 Q4	$3.43K	Sell	228 -12	-5%	-$230	﹤0.01%	3430
2025 Q3	$4.21K	Buy	+240	New	+$3.39K	﹤0.01%	3243
2024 Q3	–	Sell	-12	Closed	-$276	–	3649
2024 Q2	$276	Sell	12 -41	-77%	-$1.2K	﹤0.01%	3284
2024 Q1	$2.31K	Buy	53 +41	+342%	+$2.28K	﹤0.01%	2710
2023 Q4	$737	Buy	+12	New	+$827	﹤0.01%	2878

Other funds holding STEM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GAMMA Investing's STEM Position: Q3 2026 in Review

GAMMA Investing sold out of Stem (STEM) in Q3 2026, closing a stake of 120 shares — an estimated $937 sold.

GAMMA Investing first reported a position in STEM in Q4 2023 and held it in 7 quarters. The position peaked at $4.21K in Q3 2025. 2 funds tracked by Wall St. Rank hold STEM as of Q3 2026.

GAMMA Investing reported no remaining Stem position as of Q3 2026 after selling out during the quarter.
GAMMA Investing sold 120 Stem shares in Q3 2026, an estimated $937.
GAMMA Investing first reported a position in Stem in Q4 2023 and held it in 7 quarters.
GAMMA Investing's Stem position peaked at $4.21K in Q3 2025.
2 funds tracked by Wall St. Rank held Stem as of Q3 2026.

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