GWSG
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GPS Wealth Strategies Group’s Whirlpool WHR Stock Holding History

GPS Wealth Strategies Group’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$472 – 1588
2025
Q3 		$472 Sell
6
-454
-99% -$41.7K ﹤0.01% 1525
2025
Q2 		$46.7K Hold
460
– – 0.01% 654
2025
Q1 		$41.5K Hold
460
– – 0.01% 655
2024
Q4 		$52.7K Buy
460
+390
+557% +$43K 0.01% 570
2024
Q3 		$7.49K Buy
70
+60
+600% +$6.03K ﹤0.01% 1009
2024
Q2 		$1.02K Buy
+10
New +$974 ﹤0.01% 1260
2022
Q2 		– Sell
-27
Closed -$5K – 1180
2022
Q1 		$5K Hold
27
– – ﹤0.01% 865
2021
Q4 		$6K Hold
27
– – ﹤0.01% 840
2021
Q3 		$6K Buy
+27
New +$5.92K ﹤0.01% 819

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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