GDS Wealth Management’s Information Services Group III Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$553K	Sell	100,000 -30,000	-23%	-$142K	0.02%	158
2026 Q2	$534K	Hold	130,000	–	–	0.03%	139
2026 Q1	$499K	Sell	130,000 -14,513	-10%	-$71.4K	0.03%	122
2025 Q4	$835K	Sell	144,513 -50,000	-26%	-$281K	0.05%	100
2025 Q3	$1.12M	Buy	+194,513	New	+$967K	0.07%	91

Other funds holding III

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

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

GDS Wealth Management reduced its Information Services Group (III) stake by 23% in Q3 2026, selling an estimated $142K and leaving 100,000 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #158.

GDS Wealth Management first reported a position in III in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 41 funds tracked by Wall St. Rank hold III as of Q3 2026.

GDS Wealth Management held 100,000 shares of Information Services Group worth $553K as of Q3 2026.
GDS Wealth Management sold 30,000 Information Services Group shares in Q3 2026, an estimated $142K.
Information Services Group made up 0.02% of GDS Wealth Management's portfolio in Q3 2026, its #158 holding.
GDS Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 5 quarters since.
GDS Wealth Management's Information Services Group position peaked at $1.12M in Q3 2025.
41 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

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