GPS Wealth Strategies Group’s Citizens Financial Group CFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-570	Closed	-$30.3K	–	710
2025 Q3	$30.3K	Hold	570	–	–	﹤0.01%	790
2025 Q2	$25.5K	Buy	570 +19	+3%	+$748	﹤0.01%	796
2025 Q1	$22.6K	Buy	551 +1	+0.2%	+$45	﹤0.01%	803
2024 Q4	$24.1K	Hold	550	–	–	﹤0.01%	754
2024 Q3	$22.6K	Hold	550	–	–	﹤0.01%	777
2024 Q2	$19.8K	Hold	550	–	–	﹤0.01%	765
2024 Q1	$20K	Hold	550	–	–	﹤0.01%	721
2023 Q4	$18.2K	Hold	550	–	–	﹤0.01%	712
2023 Q3	$14.7K	Hold	550	–	–	﹤0.01%	763
2023 Q2	$14.3K	Hold	550	–	–	﹤0.01%	765
2023 Q1	$16.7K	Buy	+550	New	+$21.5K	﹤0.01%	728
2022 Q4	–	Sell	-550	Closed	-$19K	–	268
2022 Q3	$19K	Hold	550	–	–	﹤0.01%	625
2022 Q2	$20K	Hold	550	–	–	0.01%	618
2022 Q1	$25K	Hold	550	–	–	0.01%	549
2021 Q4	$26K	Hold	550	–	–	0.01%	530
2021 Q3	$26K	Hold	550	–	–	0.01%	520
2021 Q2	$25K	Hold	550	–	–	0.01%	541
2021 Q1	$24K	Buy	+550	New	+$22.9K	0.01%	513

Other funds holding CFG

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of Citizens Financial Group (CFG) in Q4 2025, closing a stake of 570 shares — an estimated $30.3K sold.

GPS Wealth Strategies Group first reported a position in CFG in Q1 2021 and held it in 18 quarters. The position peaked at $30.3K in Q3 2025. 967 funds tracked by Wall St. Rank hold CFG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Citizens Financial Group position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 570 Citizens Financial Group shares in Q4 2025, an estimated $30.3K.
GPS Wealth Strategies Group first reported a position in Citizens Financial Group in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Citizens Financial Group position peaked at $30.3K in Q3 2025.
967 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2025.

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