GWSG
TY icon

GPS Wealth Strategies Group’s TRI-Continental Corp TY Stock Holding History

GPS Wealth Strategies Group’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-819
Closed -$27.8K – 1501
2025
Q3 		$27.8K Buy
819
+7
+0.9% +$231 ﹤0.01% 810
2025
Q2 		$25.7K Buy
812
+26
+3% +$788 ﹤0.01% 793
2025
Q1 		$24.1K Buy
786
+7
+0.9% +$223 ﹤0.01% 785
2024
Q4 		$24.7K Buy
779
+51
+7% +$1.7K ﹤0.01% 742
2024
Q3 		$24K Buy
728
+7
+1% +$222 ﹤0.01% 756
2024
Q2 		$22.3K Buy
721
+13
+2% +$394 ﹤0.01% 737
2024
Q1 		$21.8K Buy
708
+6
+0.9% +$176 ﹤0.01% 703
2023
Q4 		$20.2K Buy
702
+9
+1% +$244 ﹤0.01% 694
2023
Q3 		$18.4K Buy
693
+7
+1% +$193 ﹤0.01% 705
2023
Q2 		$18.8K Sell
686
-254
-27% -$6.74K ﹤0.01% 704
2023
Q1 		$25K Buy
+940
New +$25.2K 0.01% 643
2022
Q4 		– Sell
-649
Closed -$17K – 1008
2022
Q3 		$17K Buy
649
+7
+1% +$194 ﹤0.01% 659
2022
Q2 		$17K Buy
642
+11
+2% +$316 ﹤0.01% 659
2022
Q1 		$19K Hold
631
– – ﹤0.01% 603
2021
Q4 		$21K Buy
631
+59
+10% +$2.03K ﹤0.01% 576
2021
Q3 		$19K Hold
572
– – ﹤0.01% 577
2021
Q2 		$20K Buy
572
+4
+0.7% +$136 0.01% 587
2021
Q1 		$18K Buy
+568
New +$17.6K 0.01% 576

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of TRI-Continental Corp (TY) in Q4 2025, closing a stake of 819 shares — an estimated $27.8K sold.

GPS Wealth Strategies Group first reported a position in TY in Q1 2021 and held it in 18 quarters. The position peaked at $27.8K in Q3 2025. 151 funds tracked by Wall St. Rank hold TY as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining TRI-Continental Corp position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 819 TRI-Continental Corp shares in Q4 2025, an estimated $27.8K.
  • GPS Wealth Strategies Group first reported a position in TRI-Continental Corp in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's TRI-Continental Corp position peaked at $27.8K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2025.

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