GM Advisory Group’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$486K	Hold	3,177	–	–	0.02%	237
2025 Q4	$473K	Buy	+3,177	New	+$479K	0.02%	222

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GM Advisory Group held its WEX (WEX) position steady in Q1 2026 at 3,177 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #237.

GM Advisory Group first reported a position in WEX in Q4 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

GM Advisory Group held 3,177 shares of WEX worth $486K as of Q1 2026.
GM Advisory Group left its WEX share count unchanged in Q1 2026.
WEX made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #237 holding.
GM Advisory Group first reported a position in WEX in Q4 2025 and has held it in 2 quarters since.
429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

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