GPS Wealth Strategies Group’s Accendra Health ACH Stock Holding History

GPS Wealth Strategies Group’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$420	Sell	150 -250	-63%	-$894	﹤0.01%	566
2025 Q3	$1.92K	Sell	400 -595	-60%	-$3.79K	﹤0.01%	1416
2025 Q2	$9.05K	Sell	995 -125	-11%	-$921	﹤0.01%	1062
2025 Q1	$10.1K	Hold	1,120	–	–	﹤0.01%	997
2024 Q4	$14.6K	Hold	1,120	–	–	﹤0.01%	867
2024 Q3	$17.6K	Sell	1,120 -189	-14%	-$2.86K	﹤0.01%	827
2024 Q2	$17.7K	Hold	1,309	–	–	﹤0.01%	785
2024 Q1	$36.3K	Hold	1,309	–	–	0.01%	583
2023 Q4	$25.2K	Hold	1,309	–	–	﹤0.01%	643
2023 Q3	$21.2K	Sell	1,309 -100	-7%	-$1.77K	﹤0.01%	682
2023 Q2	$26.8K	Buy	1,409 +125	+10%	+$2.23K	0.01%	633
2023 Q1	$18.7K	Buy	+1,284	New	+$23K	﹤0.01%	706
2022 Q4	–	Sell	-1,284	Closed	-$31K	–	779
2022 Q3	$31K	Sell	1,284 -150	-10%	-$4.62K	0.01%	524
2022 Q2	$45K	Buy	1,434 +550	+62%	+$19.9K	0.01%	460
2022 Q1	$39K	Hold	884	–	–	0.01%	463
2021 Q4	$38K	Hold	884	–	–	0.01%	462
2021 Q3	$28K	Hold	884	–	–	0.01%	509
2021 Q2	$37K	Hold	884	–	–	0.01%	471
2021 Q1	$33K	Buy	+884	New	+$27.6K	0.01%	455

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

GPS Wealth Strategies Group's ACH Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Accendra Health (ACH) stake by 63% in Q4 2025, selling an estimated $894 and leaving 150 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #566.

GPS Wealth Strategies Group first reported a position in ACH in Q1 2021 and has held it in 19 quarters since. The position peaked at $45K in Q2 2022. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

GPS Wealth Strategies Group held 150 shares of Accendra Health worth $420 as of Q4 2025.
GPS Wealth Strategies Group sold 250 Accendra Health shares in Q4 2025, an estimated $894.
Accendra Health made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #566 holding.
GPS Wealth Strategies Group first reported a position in Accendra Health in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's Accendra Health position peaked at $45K in Q2 2022.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.