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Global Wealth Strategies & Associates’s Fortinet FTNT Stock Holding History

Global Wealth Strategies & Associates’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Sell
1,749
-207
-11% -$33.6K 0.06% 79
2026
Q2 		$300K Buy
1,956
+156
+9% +$18K 0.06% 74
2026
Q1 		$147K Sell
1,800
-250
-12% -$20.2K 0.04% 97
2025
Q4 		$163K Buy
2,050
+53
+3% +$4.4K 0.04% 78
2025
Q3 		$168K Hold
1,997
– – 0.04% 73
2025
Q2 		$211K Hold
1,997
– – 0.06% 53
2025
Q1 		$192K Buy
1,997
+1,975
+8,977% +$200K 0.06% 53
2024
Q4 		$2.08K Hold
22
– – ﹤0.01% 323
2024
Q3 		$1.71K Hold
22
– – ﹤0.01% 303
2024
Q2 		$1.33K Hold
22
– – ﹤0.01% 280
2024
Q1 		$1.5K Hold
22
– – ﹤0.01% 293
2023
Q4 		$1.29K Hold
22
– – ﹤0.01% 272
2023
Q3 		$1.29K Hold
22
– – ﹤0.01% 277
2023
Q2 		$1.66K Hold
22
– – ﹤0.01% 261
2023
Q1 		$1.46K Hold
22
– – ﹤0.01% 284
2022
Q4 		$1.08K Buy
+22
New +$1.15K ﹤0.01% 297

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Global Wealth Strategies & Associates's FTNT Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its Fortinet (FTNT) stake by 11% in Q3 2026, selling an estimated $33.6K and leaving 1,749 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #79.

Global Wealth Strategies & Associates first reported a position in FTNT in Q4 2022 and has held it in 16 quarters since. 65 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,749 shares of Fortinet worth $313K as of Q3 2026.
  • Global Wealth Strategies & Associates sold 207 Fortinet shares in Q3 2026, an estimated $33.6K.
  • Fortinet made up 0.06% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #79 holding.
  • Global Wealth Strategies & Associates first reported a position in Fortinet in Q4 2022 and has held it in 16 quarters since.
  • 65 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.