Great Point Wealth Advisors’s Emerald Holding EEX Stock Holding History

Great Point Wealth Advisors’s Portfolio EEX Stock Details EEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-67,966	Closed	-$343K	–	71
2026 Q2	$343K	Buy	+67,966	New	+$330K	0.06%	61

Other funds holding EEX

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Great Point Wealth Advisors's EEX Position: Q3 2026 in Review

Great Point Wealth Advisors sold out of Emerald Holding (EEX) in Q3 2026, closing a stake of 67,966 shares — an estimated $343K sold.

Great Point Wealth Advisors first reported a position in EEX in Q2 2026 and held it in 1 quarter. The position peaked at $343K in Q2 2026. 1 fund tracked by Wall St. Rank holds EEX as of Q3 2026.

Great Point Wealth Advisors reported no remaining Emerald Holding position as of Q3 2026 after selling out during the quarter.
Great Point Wealth Advisors sold 67,966 Emerald Holding shares in Q3 2026, an estimated $343K.
Great Point Wealth Advisors first reported a position in Emerald Holding in Q2 2026 and held it in 1 quarter.
Great Point Wealth Advisors's Emerald Holding position peaked at $343K in Q2 2026.
1 fund tracked by Wall St. Rank held Emerald Holding as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.