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GPS Wealth Strategies Group’s Fidus Investment FDUS Stock Holding History

GPS Wealth Strategies Group’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,378
Closed -$48.2K – 903
2025
Q3 		$48.2K Sell
2,378
-361
-13% -$7.61K 0.01% 682
2025
Q2 		$55.3K Sell
2,739
-1,606
-37% -$31.4K 0.01% 606
2025
Q1 		$88.6K Sell
4,345
-520
-11% -$11.4K 0.01% 485
2024
Q4 		$102K Hold
4,865
– – 0.01% 425
2024
Q3 		$95.3K Sell
4,865
-227
-4% -$4.46K 0.01% 445
2024
Q2 		$99.2K Hold
5,092
– – 0.01% 394
2024
Q1 		$101K Hold
5,092
– – 0.02% 375
2023
Q4 		$100K Hold
5,092
– – 0.02% 359
2023
Q3 		$97.8K Buy
5,092
+59
+1% +$1.16K 0.02% 366
2023
Q2 		$98.6K Buy
5,033
+53
+1% +$1K 0.02% 372
2023
Q1 		$95K Buy
+4,980
New +$99.3K 0.02% 357
2022
Q4 		– Sell
-4,885
Closed -$84K – 448
2022
Q3 		$84K Buy
4,885
+33
+0.7% +$626 0.02% 334
2022
Q2 		$85K Buy
4,852
+32
+0.7% +$618 0.02% 348
2022
Q1 		$97K Buy
4,820
+913
+23% +$17.1K 0.02% 318
2021
Q4 		$70K Buy
3,907
+29
+0.7% +$515 0.02% 348
2021
Q3 		$68K Buy
3,878
+29
+0.8% +$505 0.02% 337
2021
Q2 		$65K Buy
3,849
+28
+0.7% +$476 0.02% 359
2021
Q1 		$59K Buy
+3,821
New +$54.5K 0.02% 357

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of Fidus Investment (FDUS) in Q4 2025, closing a stake of 2,378 shares — an estimated $48.2K sold.

GPS Wealth Strategies Group first reported a position in FDUS in Q1 2021 and held it in 18 quarters. The position peaked at $102K in Q4 2024. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Fidus Investment position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,378 Fidus Investment shares in Q4 2025, an estimated $48.2K.
  • GPS Wealth Strategies Group first reported a position in Fidus Investment in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Fidus Investment position peaked at $102K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

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