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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

GAMMA Investing's STEM Position: Q2 2026 in Review

GAMMA Investing reduced its Stem (STEM) stake by 41% in Q2 2026, selling an estimated $761 and leaving 120 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

GAMMA Investing first reported a position in STEM in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.21K in Q3 2025. 5 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

GAMMA Investing held 120 shares of Stem worth $937 as of Q2 2026.
GAMMA Investing sold 82 Stem shares in Q2 2026, an estimated $761.
Stem made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3895 holding.
GAMMA Investing first reported a position in Stem in Q4 2023 and has held it in 7 quarters since.
GAMMA Investing's Stem position peaked at $4.21K in Q3 2025.
5 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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