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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 – 832
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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return