GEA
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Glen Eagle Advisors’s Factset FDS Stock Holding History

Glen Eagle Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$6.72K – 1084
2024
Q4 		$6.72K Hold
14
– – ﹤0.01% 714
2024
Q3 		$6.44K Hold
14
– – ﹤0.01% 730
2024
Q2 		$5.72K Buy
+14
New +$5.95K ﹤0.01% 742
2020
Q3 		– Sell
-1
Closed -$328 – 930
2020
Q2 		$328 Hold
1
– – ﹤0.01% 880
2020
Q1 		$261 Hold
1
– – ﹤0.01% 821
2019
Q4 		$268 Hold
1
– – ﹤0.01% 885
2019
Q3 		$243 Hold
1
– – ﹤0.01% 807
2019
Q2 		$287 Buy
+1
New +$277 ﹤0.01% 776

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return