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Global Wealth Strategies & Associates’s Peloton Interactive PTON Stock Holding History

Global Wealth Strategies & Associates’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-36
Closed -$313 – 504
2024
Q4 		$313 Buy
+36
New +$280 ﹤0.01% 375

Other funds holding PTON

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Strategies & Associates's PTON Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 36 shares — an estimated $313 sold.

Global Wealth Strategies & Associates first reported a position in PTON in Q4 2024 and held it in 1 quarter. The position peaked at $313 in Q4 2024. 456 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 36 Peloton Interactive shares in Q1 2025, an estimated $313.
  • Global Wealth Strategies & Associates first reported a position in Peloton Interactive in Q4 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Peloton Interactive position peaked at $313 in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.