GDS Wealth Management’s Atmos Energy ATO Stock Holding History

GDS Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$705K	Hold	4,507	–	–	0.03%	135
2026 Q2	$776K	Hold	4,507	–	–	0.04%	110
2026 Q1	$833K	Buy	4,507 +201	+5%	+$35.5K	0.05%	96
2025 Q4	$722K	Hold	4,306	–	–	0.05%	104
2025 Q3	$735K	Hold	4,306	–	–	0.05%	101
2025 Q2	$664K	Hold	4,306	–	–	0.05%	103
2025 Q1	$666K	Hold	4,306	–	–	0.06%	95
2024 Q4	$600K	Hold	4,306	–	–	0.05%	104
2024 Q3	$597K	Hold	4,306	–	–	0.06%	88
2024 Q2	$502K	Hold	4,306	–	–	0.06%	83
2024 Q1	$512K	Hold	4,306	–	–	0.06%	88
2023 Q4	$499K	Hold	4,306	–	–	0.07%	85
2023 Q3	$456K	Buy	+4,306	New	+$502K	0.07%	77

Other funds holding ATO

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

GDS Wealth Management's ATO Position: Q3 2026 in Review

GDS Wealth Management held its Atmos Energy (ATO) position steady in Q3 2026 at 4,507 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #135.

GDS Wealth Management first reported a position in ATO in Q3 2023 and has held it in 13 quarters since. The position peaked at $833K in Q1 2026. 441 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

GDS Wealth Management held 4,507 shares of Atmos Energy worth $705K as of Q3 2026.
GDS Wealth Management left its Atmos Energy share count unchanged in Q3 2026.
Atmos Energy made up 0.03% of GDS Wealth Management's portfolio in Q3 2026, its #135 holding.
GDS Wealth Management first reported a position in Atmos Energy in Q3 2023 and has held it in 13 quarters since.
GDS Wealth Management's Atmos Energy position peaked at $833K in Q1 2026.
441 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.