Global Wealth Strategies & Associates’s CuriosityStream CURI Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CURI Stock Details CURI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-991	Closed	-$2.93K	–	174
2026 Q1	$2.93K	Hold	991	–	–	﹤0.01%	385
2025 Q4	$3.77K	Hold	991	–	–	﹤0.01%	385
2025 Q3	$5.25K	Hold	991	–	–	﹤0.01%	335
2025 Q2	$5.58K	Hold	991	–	–	﹤0.01%	256
2025 Q1	$2.66K	Hold	991	–	–	﹤0.01%	365
2024 Q4	$1.52K	Hold	991	–	–	﹤0.01%	342
2024 Q3	$1.89K	Hold	991	–	–	﹤0.01%	297
2024 Q2	$1.13K	Buy	+991	New	+$1.1K	﹤0.01%	285

Other funds holding CURI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Global Wealth Strategies & Associates's CURI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of CuriosityStream (CURI) in Q2 2026, closing a stake of 991 shares — an estimated $2.93K sold.

Global Wealth Strategies & Associates first reported a position in CURI in Q2 2024 and held it in 8 quarters. The position peaked at $5.58K in Q2 2025. 102 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining CuriosityStream position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 991 CuriosityStream shares in Q2 2026, an estimated $2.93K.
Global Wealth Strategies & Associates first reported a position in CuriosityStream in Q2 2024 and held it in 8 quarters.
Global Wealth Strategies & Associates's CuriosityStream position peaked at $5.58K in Q2 2025.
102 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.