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GPS Wealth Strategies Group’s Essential Utilities WTRG Stock Holding History

GPS Wealth Strategies Group’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,338
Closed -$93.3K – 1595
2025
Q3 		$93.3K Hold
2,338
– – 0.01% 512
2025
Q2 		$86.8K Hold
2,338
– – 0.01% 499
2025
Q1 		$92.4K Hold
2,338
– – 0.01% 471
2024
Q4 		$84.9K Sell
2,338
-200
-8% -$7.76K 0.01% 468
2024
Q3 		$97.9K Hold
2,538
– – 0.01% 438
2024
Q2 		$94.7K Hold
2,538
– – 0.01% 402
2024
Q1 		$94K Hold
2,538
– – 0.02% 389
2023
Q4 		$94.8K Buy
2,538
+10
+0.4% +$349 0.02% 372
2023
Q3 		$86.8K Buy
2,528
+9
+0.4% +$349 0.02% 384
2023
Q2 		$101K Buy
2,519
+7
+0.3% +$294 0.02% 369
2023
Q1 		$110K Buy
+2,512
New +$113K 0.02% 335
2022
Q4 		– Sell
-2,498
Closed -$103K – 1092
2022
Q3 		$103K Buy
2,498
+6
+0.2% +$291 0.03% 302
2022
Q2 		$114K Sell
2,492
-319
-11% -$14.8K 0.03% 290
2022
Q1 		$144K Buy
2,811
+6
+0.2% +$290 0.03% 254
2021
Q4 		$151K Buy
2,805
+6
+0.2% +$291 0.03% 240
2021
Q3 		$129K Buy
2,799
+331
+13% +$16K 0.03% 247
2021
Q2 		$113K Buy
2,468
+5
+0.2% +$235 0.03% 282
2021
Q1 		$110K Buy
+2,463
New +$111K 0.03% 263

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

GPS Wealth Strategies Group sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 2,338 shares — an estimated $93.3K sold.

GPS Wealth Strategies Group first reported a position in WTRG in Q1 2021 and held it in 18 quarters. The position peaked at $151K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,338 Essential Utilities shares in Q4 2025, an estimated $93.3K.
  • GPS Wealth Strategies Group first reported a position in Essential Utilities in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Essential Utilities position peaked at $151K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

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