GGI
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Godsey & Gibb Inc’s ORIX IX Stock Holding History

Godsey & Gibb Inc’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$415 Buy
+11
New +$435 ﹤0.01% 479

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Godsey & Gibb Inc's IX Position: Q3 2026 in Review

Godsey & Gibb Inc opened a new position in ORIX (IX) in Q3 2026: 11 shares worth $415. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

29 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Godsey & Gibb Inc held 11 shares of ORIX worth $415 as of Q3 2026.
  • ORIX was a new Godsey & Gibb Inc position in Q3 2026.
  • ORIX made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #479 holding.
  • 29 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Godsey & Gibb Inc's 13F filing for Q3 2026, filed 14 Oct 2026.