GGM Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

GGM Wealth Advisors’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,563	Closed	-$263K	–	144
2023 Q4	$263K	Buy	4,563 +5	+0.1%	+$307	0.11%	121
2023 Q3	$259K	Hold	4,558	–	–	0.11%	120
2023 Q2	$287K	Buy	+4,558	New	+$285K	0.12%	114
2023 Q1	–	Sell	-4,553	Closed	-$285K	–	111
2022 Q4	$285K	Buy	4,553 +2	+0%	+$116	0.15%	101
2022 Q3	$255K	Buy	4,551 +202	+5%	+$13K	0.14%	112
2022 Q2	$268K	Buy	4,349 +2	+0%	+$136	0.15%	110
2022 Q1	$317K	Buy	+4,347	New	+$288K	0.16%	111

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GGM Wealth Advisors's PEG Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 4,563 shares — an estimated $263K sold.

GGM Wealth Advisors first reported a position in PEG in Q1 2022 and held it in 7 quarters. The position peaked at $317K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

GGM Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
GGM Wealth Advisors sold 4,563 Public Service Enterprise Group shares in Q1 2024, an estimated $263K.
GGM Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 7 quarters.
GGM Wealth Advisors's Public Service Enterprise Group position peaked at $317K in Q1 2022.
1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.