GM Advisory Group’s Wallbox WBX Stock Holding History

GM Advisory Group’s Portfolio WBX Stock Details WBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.4K	Buy	+17,500	New	+$50.3K	﹤0.01%	364

Other funds holding WBX

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

GM Advisory Group opened a new position in Wallbox (WBX) in Q1 2026: 17,500 shares worth $43.4K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

GM Advisory Group held 17,500 shares of Wallbox worth $43.4K as of Q1 2026.
Wallbox was a new GM Advisory Group position in Q1 2026.
Wallbox made up ﹤0.01% of GM Advisory Group's portfolio in Q1 2026, its #364 holding.
14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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