GAG
PUSA

GM Advisory Group’s Aureus Greenway Holdings PUSA Stock Holding History

GM Advisory Group’s Portfolio PUSA Stock Details PUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.2K Sell
23,350
-7,000
-23% -$28.6K ﹤0.01% 358
2025
Q4 		$95.6K Sell
30,350
-17,050
-36% -$79.8K ﹤0.01% 340
2025
Q3 		$155K Buy
+47,400
New +$125K 0.01% 299

Other funds holding PUSA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

GM Advisory Group's PUSA Position: Q1 2026 in Review

GM Advisory Group reduced its Aureus Greenway Holdings (PUSA) stake by 23% in Q1 2026, selling an estimated $28.6K and leaving 23,350 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

GM Advisory Group first reported a position in PUSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $155K in Q3 2025. 24 funds tracked by Wall St. Rank hold PUSA as of Q1 2026.

  • GM Advisory Group held 23,350 shares of Aureus Greenway Holdings worth $79.2K as of Q1 2026.
  • GM Advisory Group sold 7,000 Aureus Greenway Holdings shares in Q1 2026, an estimated $28.6K.
  • Aureus Greenway Holdings made up ﹤0.01% of GM Advisory Group's portfolio in Q1 2026, its #358 holding.
  • GM Advisory Group first reported a position in Aureus Greenway Holdings in Q3 2025 and has held it in 3 quarters since.
  • GM Advisory Group's Aureus Greenway Holdings position peaked at $155K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Aureus Greenway Holdings as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.