GPS Wealth Strategies Group’s Workiva WK Stock Holding History

GPS Wealth Strategies Group’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$16.4K	Sell	190 -830	-81%	-$73.5K	0.01%	339
2025 Q3	$87.8K	Sell	1,020 -50	-5%	-$3.76K	0.01%	530
2025 Q2	$73.2K	Hold	1,070	–	–	0.01%	553
2025 Q1	$81.2K	Hold	1,070	–	–	0.01%	506
2024 Q4	$117K	Hold	1,070	–	–	0.02%	394
2024 Q3	$84.7K	Hold	1,070	–	–	0.01%	467
2024 Q2	$78.1K	Hold	1,070	–	–	0.01%	439
2024 Q1	$90.7K	Sell	1,070 -5	-0.5%	-$450	0.01%	401
2023 Q4	$109K	Hold	1,075	–	–	0.02%	346
2023 Q3	$109K	Buy	1,075 +175	+19%	+$18.2K	0.02%	345
2023 Q2	$91.5K	Hold	900	–	–	0.02%	379
2023 Q1	$92.2K	Buy	+900	New	+$81.6K	0.02%	364
2022 Q4	–	Sell	-900	Closed	-$70K	–	1084
2022 Q3	$70K	Hold	900	–	–	0.02%	369
2022 Q2	$59K	Hold	900	–	–	0.02%	418
2022 Q1	$106K	Hold	900	–	–	0.02%	297
2021 Q4	$117K	Hold	900	–	–	0.03%	278
2021 Q3	$127K	Hold	900	–	–	0.03%	250
2021 Q2	$100K	Hold	900	–	–	0.03%	304
2021 Q1	$79K	Buy	+900	New	+$89.1K	0.02%	311

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

GPS Wealth Strategies Group reduced its Workiva (WK) stake by 81% in Q4 2025, selling an estimated $73.5K and leaving 190 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #339.

GPS Wealth Strategies Group first reported a position in WK in Q1 2021 and has held it in 19 quarters since. The position peaked at $127K in Q3 2021. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

GPS Wealth Strategies Group held 190 shares of Workiva worth $16.4K as of Q4 2025.
GPS Wealth Strategies Group sold 830 Workiva shares in Q4 2025, an estimated $73.5K.
Workiva made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #339 holding.
GPS Wealth Strategies Group first reported a position in Workiva in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's Workiva position peaked at $127K in Q3 2021.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

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