GPS Wealth Strategies Group’s Appian APPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-106	Closed	-$3.17K	–	1665
2025 Q2	$3.17K	Hold	106	–	–	﹤0.01%	1301
2025 Q1	$3.05K	Hold	106	–	–	﹤0.01%	1249
2024 Q4	$3.5K	Hold	106	–	–	﹤0.01%	1153
2024 Q3	$3.62K	Hold	106	–	–	﹤0.01%	1157
2024 Q2	$3.27K	Hold	106	–	–	﹤0.01%	1146
2024 Q1	$4.24K	Hold	106	–	–	﹤0.01%	1031
2023 Q4	$3.99K	Hold	106	–	–	﹤0.01%	1019
2023 Q3	$4.83K	Hold	106	–	–	﹤0.01%	975
2023 Q2	$5.05K	Buy	+106	New	+$4.47K	﹤0.01%	988
2021 Q3	–	Sell	-1,991	Closed	-$274K	–	1017
2021 Q2	$274K	Buy	1,991 +30	+2%	+$3.41K	0.07%	166
2021 Q1	$260K	Buy	1,961 +36	+2%	+$6.37K	0.08%	159
2020 Q4	$312K	Buy	+1,925	New	+$216K	0.11%	129

Other funds holding APPN

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

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

GPS Wealth Strategies Group's APPN Position: Q3 2025 in Review

GPS Wealth Strategies Group sold out of Appian (APPN) in Q3 2025, closing a stake of 106 shares — an estimated $3.17K sold.

GPS Wealth Strategies Group first reported a position in APPN in Q4 2020 and held it in 12 quarters. The position peaked at $312K in Q4 2020. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

GPS Wealth Strategies Group reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 106 Appian shares in Q3 2025, an estimated $3.17K.
GPS Wealth Strategies Group first reported a position in Appian in Q4 2020 and held it in 12 quarters.
GPS Wealth Strategies Group's Appian position peaked at $312K in Q4 2020.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2025, filed 3 Nov 2025.