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GPS Wealth Strategies Group’s York Water YORW Stock Holding History

GPS Wealth Strategies Group’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,447
Closed -$74.4K – 1622
2025
Q3 		$74.4K Sell
2,447
-530
-18% -$16.4K 0.01% 574
2025
Q2 		$94.1K Sell
2,977
-1,275
-30% -$42.6K 0.01% 477
2025
Q1 		$147K Sell
4,252
-70
-2% -$2.28K 0.02% 371
2024
Q4 		$141K Sell
4,322
-723
-14% -$25.8K 0.02% 360
2024
Q3 		$189K Sell
5,045
-500
-9% -$19.4K 0.03% 315
2024
Q2 		$206K Sell
5,545
-320
-5% -$11.6K 0.03% 260
2024
Q1 		$213K Sell
5,865
-1,965
-25% -$70.8K 0.03% 243
2023
Q4 		$302K Sell
7,830
-300
-4% -$11.3K 0.06% 202
2023
Q3 		$305K Buy
8,130
+400
+5% +$16.3K 0.06% 194
2023
Q2 		$319K Sell
7,730
-545
-7% -$23.7K 0.06% 191
2023
Q1 		$370K Buy
+8,275
New +$370K 0.08% 169
2022
Q4 		– Sell
-8,040
Closed -$309K – 1111
2022
Q3 		$309K Sell
8,040
-175
-2% -$7.51K 0.08% 162
2022
Q2 		$332K Buy
8,215
+2,227
+37% +$90.1K 0.09% 162
2022
Q1 		$269K Buy
5,988
+180
+3% +$8.04K 0.06% 173
2021
Q4 		$289K Buy
5,808
+140
+2% +$6.68K 0.06% 173
2021
Q3 		$248K Buy
5,668
+63
+1% +$3.02K 0.06% 176
2021
Q2 		$254K Hold
5,605
– – 0.06% 171
2021
Q1 		$274K Buy
5,605
+270
+5% +$12.3K 0.08% 153
2020
Q4 		$249K Hold
5,335
– – 0.09% 150
2020
Q3 		$226K Buy
+5,335
New +$244K 0.09% 139

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

GPS Wealth Strategies Group sold out of York Water (YORW) in Q4 2025, closing a stake of 2,447 shares — an estimated $74.4K sold.

GPS Wealth Strategies Group first reported a position in YORW in Q3 2020 and held it in 20 quarters. The position peaked at $370K in Q1 2023. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,447 York Water shares in Q4 2025, an estimated $74.4K.
  • GPS Wealth Strategies Group first reported a position in York Water in Q3 2020 and held it in 20 quarters.
  • GPS Wealth Strategies Group's York Water position peaked at $370K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

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