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GPS Wealth Strategies Group’s Symbotic SYM Stock Holding History

GPS Wealth Strategies Group’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$2.69K – 1462
2025
Q3 		$2.69K Hold
50
– – ﹤0.01% 1379
2025
Q2 		$1.94K Hold
50
– – ﹤0.01% 1358
2025
Q1 		$1.01K Sell
50
-50
-50% -$1.28K ﹤0.01% 1371
2024
Q4 		$2.37K Buy
+100
New +$2.84K ﹤0.01% 1225

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of Symbotic (SYM) in Q4 2025, closing a stake of 50 shares — an estimated $2.69K sold.

GPS Wealth Strategies Group first reported a position in SYM in Q4 2024 and held it in 4 quarters. The position peaked at $2.69K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 50 Symbotic shares in Q4 2025, an estimated $2.69K.
  • GPS Wealth Strategies Group first reported a position in Symbotic in Q4 2024 and held it in 4 quarters.
  • GPS Wealth Strategies Group's Symbotic position peaked at $2.69K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

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