GPS Wealth Strategies Group’s Cardlytics CDLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$345	Hold	30	–	–	﹤0.01%	570
2025 Q3	$729	Hold	30	–	–	﹤0.01%	1493
2025 Q2	$494	Hold	30	–	–	﹤0.01%	1479
2025 Q1	$546	Hold	30	–	–	﹤0.01%	1400
2024 Q4	$1.11K	Hold	30	–	–	﹤0.01%	1285
2024 Q3	$960	Hold	30	–	–	﹤0.01%	1291
2024 Q2	$2.46K	Hold	30	–	–	﹤0.01%	1181
2024 Q1	$4.35K	Hold	30	–	–	﹤0.01%	1023
2023 Q4	$2.76K	Hold	30	–	–	﹤0.01%	1081
2023 Q3	$4.95K	Hold	30	–	–	﹤0.01%	973
2023 Q2	$1.9K	Hold	30	–	–	﹤0.01%	1114
2023 Q1	$1.02K	Buy	+30	New	+$1.57K	﹤0.01%	1160

Other funds holding CDLX

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

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

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

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return

WPM

Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

GPS Wealth Strategies Group held its Cardlytics (CDLX) position steady in Q4 2025 at 30 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #570.

GPS Wealth Strategies Group first reported a position in CDLX in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.95K in Q3 2023. 70 funds tracked by Wall St. Rank hold CDLX as of Q4 2025.

GPS Wealth Strategies Group held 30 shares of Cardlytics worth $345 as of Q4 2025.
GPS Wealth Strategies Group left its Cardlytics share count unchanged in Q4 2025.
Cardlytics made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #570 holding.
GPS Wealth Strategies Group first reported a position in Cardlytics in Q1 2023 and has held it in 12 quarters since.
GPS Wealth Strategies Group's Cardlytics position peaked at $4.95K in Q3 2023.
70 funds tracked by Wall St. Rank held Cardlytics as of Q4 2025.

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