GPS Wealth Strategies Group’s Exelon EXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.79K	Sell	110 -37	-25%	-$1.69K	﹤0.01%	470
2025 Q3	$6.62K	Hold	147	–	–	﹤0.01%	1197
2025 Q2	$6.38K	Buy	147 +36	+32%	+$1.6K	﹤0.01%	1138
2025 Q1	$5.12K	Buy	111 +1	+0.9%	+$42	﹤0.01%	1149
2024 Q4	$4.14K	Hold	110	–	–	﹤0.01%	1127
2024 Q3	$4.46K	Hold	110	–	–	﹤0.01%	1125
2024 Q2	$3.81K	Hold	110	–	–	﹤0.01%	1114
2024 Q1	$4.13K	Hold	110	–	–	﹤0.01%	1037
2023 Q4	$3.95K	Hold	110	–	–	﹤0.01%	1022
2023 Q3	$4.16K	Hold	110	–	–	﹤0.01%	1000
2023 Q2	$4.48K	Hold	110	–	–	﹤0.01%	1005
2023 Q1	$4.61K	Buy	+110	New	+$4.58K	﹤0.01%	992
2022 Q4	–	Sell	-110	Closed	-$4K	–	434
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	926
2022 Q2	$5K	Hold	110	–	–	﹤0.01%	874
2022 Q1	$5K	Sell	110 -44	-29%	-$1.86K	﹤0.01%	839
2021 Q4	$6K	Hold	154	–	–	﹤0.01%	824
2021 Q3	$5K	Hold	154	–	–	﹤0.01%	829
2021 Q2	$5K	Hold	154	–	–	﹤0.01%	854
2021 Q1	$4K	Buy	+154	New	+$4.63K	﹤0.01%	787

Other funds holding EXC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

GPS Wealth Strategies Group reduced its Exelon (EXC) stake by 25% in Q4 2025, selling an estimated $1.69K and leaving 110 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

GPS Wealth Strategies Group first reported a position in EXC in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.62K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

GPS Wealth Strategies Group held 110 shares of Exelon worth $4.79K as of Q4 2025.
GPS Wealth Strategies Group sold 37 Exelon shares in Q4 2025, an estimated $1.69K.
Exelon made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #470 holding.
GPS Wealth Strategies Group first reported a position in Exelon in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's Exelon position peaked at $6.62K in Q3 2025.
1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

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