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Gerald Baker Financial Group’s Loar Holdings LOAR Stock Holding History

Gerald Baker Financial Group’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Hold
3,300
– – 0.06% 122
2026
Q2 		$266K Buy
+3,300
New +$210K 0.08% 115

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gerald Baker Financial Group's LOAR Position: Q3 2026 in Review

Gerald Baker Financial Group held its Loar Holdings (LOAR) position steady in Q3 2026 at 3,300 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #122.

Gerald Baker Financial Group first reported a position in LOAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $266K in Q2 2026. 11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Gerald Baker Financial Group held 3,300 shares of Loar Holdings worth $203K as of Q3 2026.
  • Gerald Baker Financial Group left its Loar Holdings share count unchanged in Q3 2026.
  • Loar Holdings made up 0.06% of Gerald Baker Financial Group's portfolio in Q3 2026, its #122 holding.
  • Gerald Baker Financial Group first reported a position in Loar Holdings in Q2 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Loar Holdings position peaked at $266K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.