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GPS Wealth Strategies Group’s ORIX IX Stock Holding History

GPS Wealth Strategies Group’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$522 – 1082
2025
Q3 		$522 Hold
20
– – ﹤0.01% 1514
2025
Q2 		$450 Buy
20
+12
+150% +$246 ﹤0.01% 1488
2025
Q1 		$167 Buy
+8
New +$168 ﹤0.01% 1441

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of ORIX (IX) in Q4 2025, closing a stake of 20 shares — an estimated $522 sold.

GPS Wealth Strategies Group first reported a position in IX in Q1 2025 and held it in 3 quarters. The position peaked at $522 in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 20 ORIX shares in Q4 2025, an estimated $522.
  • GPS Wealth Strategies Group first reported a position in ORIX in Q1 2025 and held it in 3 quarters.
  • GPS Wealth Strategies Group's ORIX position peaked at $522 in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

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