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GPS Wealth Strategies Group’s CMS Energy CMS Stock Holding History

GPS Wealth Strategies Group’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-174
Closed -$12.7K – 742
2025
Q3 		$12.7K Hold
174
– – ﹤0.01% 1034
2025
Q2 		$12.1K Hold
174
– – ﹤0.01% 983
2025
Q1 		$13.1K Hold
174
– – ﹤0.01% 937
2024
Q4 		$11.6K Sell
174
-106
-38% -$7.29K ﹤0.01% 917
2024
Q3 		$19.8K Sell
280
-536
-66% -$35.2K ﹤0.01% 802
2024
Q2 		$48.6K Hold
816
– – 0.01% 545
2024
Q1 		$49.2K Sell
816
-263
-24% -$15.2K 0.01% 516
2023
Q4 		$62.7K Sell
1,079
-111
-9% -$6.2K 0.01% 446
2023
Q3 		$63.2K Hold
1,190
– – 0.01% 432
2023
Q2 		$69.9K Buy
1,190
+1
+0.1% +$60 0.01% 419
2023
Q1 		$73K Buy
+1,189
New +$73.1K 0.02% 412
2022
Q4 		– Sell
-1,015
Closed -$59K – 297
2022
Q3 		$59K Hold
1,015
– – 0.01% 399
2022
Q2 		$68K Sell
1,015
-49
-5% -$3.38K 0.02% 387
2022
Q1 		$74K Hold
1,064
– – 0.02% 359
2021
Q4 		$69K Hold
1,064
– – 0.02% 349
2021
Q3 		$64K Hold
1,064
– – 0.02% 345
2021
Q2 		$63K Buy
1,064
+1
+0.1% +$62 0.02% 368
2021
Q1 		$65K Buy
+1,063
New +$61.1K 0.02% 342

Other funds holding CMS

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 174 shares — an estimated $12.7K sold.

GPS Wealth Strategies Group first reported a position in CMS in Q1 2021 and held it in 18 quarters. The position peaked at $74K in Q1 2022. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 174 CMS Energy shares in Q4 2025, an estimated $12.7K.
  • GPS Wealth Strategies Group first reported a position in CMS Energy in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's CMS Energy position peaked at $74K in Q1 2022.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

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