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GPS Wealth Strategies Group’s Primerica PRI Stock Holding History

GPS Wealth Strategies Group’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$16.5K Sell
64
-365
-85% -$95.2K 0.01% 338
2025
Q3 		$119K Sell
429
-367
-46% -$98.5K 0.01% 449
2025
Q2 		$218K Sell
796
-28
-3% -$7.42K 0.03% 311
2025
Q1 		$235K Sell
824
-247
-23% -$70.4K 0.03% 284
2024
Q4 		$291K Sell
1,071
-811
-43% -$230K 0.04% 242
2024
Q3 		$499K Sell
1,882
-762
-29% -$192K 0.07% 184
2024
Q2 		$625K Buy
2,644
+62
+2% +$14.1K 0.09% 133
2024
Q1 		$653K Buy
2,582
+356
+16% +$84.2K 0.11% 133
2023
Q4 		$458K Buy
2,226
+452
+25% +$92.4K 0.08% 157
2023
Q3 		$344K Buy
1,774
+71
+4% +$14.5K 0.07% 181
2023
Q2 		$337K Buy
1,703
+17
+1% +$3.12K 0.06% 184
2023
Q1 		$290K Buy
+1,686
New +$276K 0.06% 192
2022
Q4 		– Sell
-1,494
Closed -$184K – 831
2022
Q3 		$184K Sell
1,494
-20
-1% -$2.54K 0.05% 216
2022
Q2 		$181K Sell
1,514
-545
-26% -$68.5K 0.05% 225
2022
Q1 		$282K Buy
2,059
+168
+9% +$23.9K 0.06% 169
2021
Q4 		$290K Sell
1,891
-7
-0.4% -$1.11K 0.06% 169
2021
Q3 		$292K Buy
1,898
+11
+0.6% +$1.64K 0.07% 160
2021
Q2 		$289K Buy
1,887
+444
+31% +$70.1K 0.07% 161
2021
Q1 		$213K Buy
+1,443
New +$207K 0.06% 181

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

GPS Wealth Strategies Group reduced its Primerica (PRI) stake by 85% in Q4 2025, selling an estimated $95.2K and leaving 64 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #338.

GPS Wealth Strategies Group first reported a position in PRI in Q1 2021 and has held it in 19 quarters since. The position peaked at $653K in Q1 2024. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • GPS Wealth Strategies Group held 64 shares of Primerica worth $16.5K as of Q4 2025.
  • GPS Wealth Strategies Group sold 365 Primerica shares in Q4 2025, an estimated $95.2K.
  • Primerica made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #338 holding.
  • GPS Wealth Strategies Group first reported a position in Primerica in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Primerica position peaked at $653K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

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