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GPS Wealth Strategies Group’s Prudential PUK Stock Holding History

GPS Wealth Strategies Group’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$1.06K – 1319
2025
Q3 		$1.06K Hold
38
– – ﹤0.01% 1468
2025
Q2 		$951 Buy
38
+29
+322% +$649 ﹤0.01% 1432
2025
Q1 		$194 Buy
+9
New +$161 ﹤0.01% 1433

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of Prudential (PUK) in Q4 2025, closing a stake of 38 shares — an estimated $1.06K sold.

GPS Wealth Strategies Group first reported a position in PUK in Q1 2025 and held it in 3 quarters. The position peaked at $1.06K in Q3 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 38 Prudential shares in Q4 2025, an estimated $1.06K.
  • GPS Wealth Strategies Group first reported a position in Prudential in Q1 2025 and held it in 3 quarters.
  • GPS Wealth Strategies Group's Prudential position peaked at $1.06K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

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