GWSG
DCI icon

GPS Wealth Strategies Group’s Donaldson DCI Stock Holding History

GPS Wealth Strategies Group’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-140
Closed -$11.5K – 783
2025
Q3 		$11.5K Hold
140
– – ﹤0.01% 1053
2025
Q2 		$9.71K Hold
140
– – ﹤0.01% 1043
2025
Q1 		$9.39K Hold
140
– – ﹤0.01% 1015
2024
Q4 		$9.43K Hold
140
– – ﹤0.01% 962
2024
Q3 		$10.3K Hold
140
– – ﹤0.01% 943
2024
Q2 		$10K Hold
140
– – ﹤0.01% 916
2024
Q1 		$10.5K Hold
140
– – ﹤0.01% 845
2023
Q4 		$9.15K Hold
140
– – ﹤0.01% 860
2023
Q3 		$8.35K Hold
140
– – ﹤0.01% 875
2023
Q2 		$8.75K Sell
140
-66
-32% -$4.13K ﹤0.01% 875
2023
Q1 		$13.5K Buy
+206
New +$12.9K ﹤0.01% 776
2022
Q4 		– Sell
-206
Closed -$10K – 340
2022
Q3 		$10K Sell
206
-215
-51% -$11.2K ﹤0.01% 756
2022
Q2 		$20K Hold
421
– – 0.01% 619
2022
Q1 		$22K Buy
421
+80
+23% +$4.36K 0.01% 572
2021
Q4 		$20K Buy
341
+66
+24% +$3.91K ﹤0.01% 584
2021
Q3 		$16K Hold
275
– – ﹤0.01% 611
2021
Q2 		$17K Hold
275
– – ﹤0.01% 624
2021
Q1 		$15K Buy
+275
New +$16.4K ﹤0.01% 600

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return