GWM
III icon

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
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

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

GDS Wealth Management's III Position: Q2 2026 in Review

GDS Wealth Management held its Information Services Group (III) position steady in Q2 2026 at 130,000 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #139.

GDS Wealth Management first reported a position in III in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q3 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • GDS Wealth Management held 130,000 shares of Information Services Group worth $534K as of Q2 2026.
  • GDS Wealth Management left its Information Services Group share count unchanged in Q2 2026.
  • Information Services Group made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #139 holding.
  • GDS Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 4 quarters since.
  • GDS Wealth Management's Information Services Group position peaked at $1.12M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.