GWSG
XYZ

GPS Wealth Strategies Group’s Block Inc XYZ Stock Holding History

GPS Wealth Strategies Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$14.1K Sell
216
-743
-77% -$51.3K 0.01% 353
2025
Q3 		$69.3K Sell
959
-138
-13% -$10.3K 0.01% 594
2025
Q2 		$74.5K Buy
1,097
+6
+0.5% +$349 0.01% 544
2025
Q1 		$59.3K Sell
1,091
-38
-3% -$2.84K 0.01% 577
2024
Q4 		$96K Hold
1,129
– – 0.01% 441
2024
Q3 		$75.8K Hold
1,129
– – 0.01% 504
2024
Q2 		$72.8K Buy
1,129
+657
+139% +$46K 0.01% 457
2024
Q1 		$39.9K Hold
472
– – 0.01% 562
2023
Q4 		$36.5K Sell
472
-54
-10% -$3.05K 0.01% 565
2023
Q3 		$23.3K Buy
526
+48
+10% +$2.97K ﹤0.01% 662
2023
Q2 		$31.8K Buy
478
+7
+1% +$437 0.01% 601
2023
Q1 		$32.3K Buy
+471
New +$35.3K 0.01% 587
2022
Q4 		– Sell
-855
Closed -$47K – 1131
2022
Q3 		$47K Sell
855
-161
-16% -$11.4K 0.01% 444
2022
Q2 		$62K Sell
1,016
-1,490
-59% -$136K 0.02% 407
2022
Q1 		$340K Sell
2,506
-1,321
-35% -$160K 0.08% 149
2021
Q4 		$618K Buy
3,827
+25
+0.7% +$5.42K 0.14% 99
2021
Q3 		$912K Buy
3,802
+43
+1% +$11K 0.23% 71
2021
Q2 		$916K Buy
3,759
+56
+2% +$13K 0.23% 66
2021
Q1 		$840K Buy
3,703
+78
+2% +$18.2K 0.25% 65
2020
Q4 		$789K Buy
3,625
+298
+9% +$58.1K 0.28% 60
2020
Q3 		$541K Buy
+3,327
New +$470K 0.22% 74

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

GPS Wealth Strategies Group reduced its Block Inc (XYZ) stake by 77% in Q4 2025, selling an estimated $51.3K and leaving 216 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #353.

GPS Wealth Strategies Group first reported a position in XYZ in Q3 2020 and has held it in 21 quarters since. The position peaked at $916K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • GPS Wealth Strategies Group held 216 shares of Block Inc worth $14.1K as of Q4 2025.
  • GPS Wealth Strategies Group sold 743 Block Inc shares in Q4 2025, an estimated $51.3K.
  • Block Inc made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #353 holding.
  • GPS Wealth Strategies Group first reported a position in Block Inc in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Block Inc position peaked at $916K in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

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