GPS Wealth Strategies Group’s C3.ai AI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.37K	Sell	250 -954	-79%	-$15.2K	﹤0.01%	500
2025 Q3	$20.9K	Sell	1,204 -664	-36%	-$13.9K	﹤0.01%	890
2025 Q2	$45.9K	Buy	1,868 +50	+3%	+$1.14K	0.01%	656
2025 Q1	$38.3K	Sell	1,818 -22	-1%	-$624	0.01%	677
2024 Q4	$63.4K	Hold	1,840	–	–	0.01%	528
2024 Q3	$44.6K	Sell	1,840 -141	-7%	-$3.58K	0.01%	602
2024 Q2	$57.4K	Sell	1,981 -45	-2%	-$1.16K	0.01%	510
2024 Q1	$54.8K	Buy	2,026 +675	+50%	+$19K	0.01%	488
2023 Q4	$38.8K	Buy	1,351 +632	+88%	+$17.4K	0.01%	547
2023 Q3	$18.3K	Buy	719 +219	+44%	+$7.31K	﹤0.01%	706
2023 Q2	$18.2K	Buy	+500	New	+$14.1K	﹤0.01%	712
2021 Q4	–	Sell	-38	Closed	-$2K	–	1051
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	930
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	947
2021 Q1	$2K	Buy	+38	New	+$4.42K	﹤0.01%	847

Other funds holding AI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return