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Godsey & Gibb Inc’s Prudential PUK Stock Holding History

Godsey & Gibb Inc’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$866 Buy
+35
New +$971 ﹤0.01% 432

Other funds holding PUK

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Godsey & Gibb Inc opened a new position in Prudential (PUK) in Q3 2026: 35 shares worth $866. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

27 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Godsey & Gibb Inc held 35 shares of Prudential worth $866 as of Q3 2026.
  • Prudential was a new Godsey & Gibb Inc position in Q3 2026.
  • Prudential made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #432 holding.
  • 27 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

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