GWSG
CMI icon

GPS Wealth Strategies Group’s Cummins CMI Stock Holding History

GPS Wealth Strategies Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-148
Closed -$62.3K – 741
2025
Q3 		$62.3K Sell
148
-42
-22% -$16.1K 0.01% 615
2025
Q2 		$62.3K Sell
190
-17
-8% -$5.26K 0.01% 588
2025
Q1 		$64.7K Buy
207
+21
+11% +$7.4K 0.01% 563
2024
Q4 		$64.8K Sell
186
-14
-7% -$4.92K 0.01% 522
2024
Q3 		$64.8K Buy
200
+100
+100% +$29.6K 0.01% 526
2024
Q2 		$27.7K Hold
100
– – ﹤0.01% 682
2024
Q1 		$29.5K Hold
100
– – ﹤0.01% 634
2023
Q4 		$24K Sell
100
-55
-35% -$12.5K ﹤0.01% 656
2023
Q3 		$35.4K Hold
155
– – 0.01% 567
2023
Q2 		$38K Hold
155
– – 0.01% 555
2023
Q1 		$37K Buy
+155
New +$37.8K 0.01% 538
2022
Q4 		– Sell
-155
Closed -$32K – 295
2022
Q3 		$32K Hold
155
– – 0.01% 514
2022
Q2 		$30K Hold
155
– – 0.01% 541
2022
Q1 		$32K Hold
155
– – 0.01% 501
2021
Q4 		$34K Hold
155
– – 0.01% 480
2021
Q3 		$35K Sell
155
-21
-12% -$4.92K 0.01% 459
2021
Q2 		$43K Buy
176
+21
+14% +$5.37K 0.01% 436
2021
Q1 		$40K Buy
+155
New +$38.7K 0.01% 419

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of Cummins (CMI) in Q4 2025, closing a stake of 148 shares — an estimated $62.3K sold.

GPS Wealth Strategies Group first reported a position in CMI in Q1 2021 and held it in 18 quarters. The position peaked at $64.8K in Q4 2024. 1,874 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 148 Cummins shares in Q4 2025, an estimated $62.3K.
  • GPS Wealth Strategies Group first reported a position in Cummins in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Cummins position peaked at $64.8K in Q4 2024.
  • 1,874 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

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