Gleason Group’s PSQ Holdings PSQH Stock Holding History

Gleason Group’s Portfolio PSQH Stock Details PSQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$227	–	192
2024 Q4	$227	Buy	+3	New	+$141	﹤0.01%	191

Other funds holding PSQH

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Gleason Group's PSQH Position: Q1 2025 in Review

Gleason Group sold out of PSQ Holdings (PSQH) in Q1 2025, closing a stake of 3 shares — an estimated $227 sold.

Gleason Group first reported a position in PSQH in Q4 2024 and held it in 1 quarter. The position peaked at $227 in Q4 2024. 71 funds tracked by Wall St. Rank hold PSQH as of Q1 2025.

Gleason Group reported no remaining PSQ Holdings position as of Q1 2025 after selling out during the quarter.
Gleason Group sold 3 PSQ Holdings shares in Q1 2025, an estimated $227.
Gleason Group first reported a position in PSQ Holdings in Q4 2024 and held it in 1 quarter.
Gleason Group's PSQ Holdings position peaked at $227 in Q4 2024.
71 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2025.

Based on Gleason Group's 13F filing for Q1 2025, filed 11 Apr 2025.