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GVAG
Great Valley Advisor Group’s
American Financial Group
AFG
Stock Holding History
Great Valley Advisor Group’s Portfolio
AFG Stock Details
AFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$221K
Hold
1,724
–
–
﹤0.01%
929
2025
Q4
$236K
Hold
1,724
–
–
﹤0.01%
845
2025
Q3
$251K
Hold
1,724
–
–
0.01%
823
2025
Q2
$218K
Buy
1,724
+13
+0.8%
+$1.63K
﹤0.01%
842
2025
Q1
$225K
Hold
1,711
–
–
﹤0.01%
802
2024
Q4
$234K
Hold
1,711
–
–
0.01%
765
2024
Q3
$230K
Hold
1,711
–
–
0.01%
764
2024
Q2
$210K
Hold
1,711
–
–
0.01%
734
2024
Q1
$234K
Sell
1,711
-68
-4%
-$8.47K
0.01%
666
2023
Q4
$212K
Buy
+1,779
New
+$200K
0.01%
662
2023
Q3
–
Sell
-1,797
Closed
-$213K
–
677
2023
Q2
$213K
Buy
1,797
+18
+1%
+$2.12K
0.01%
646
2023
Q1
$216K
Sell
1,779
-18
-1%
-$2.37K
0.01%
638
2022
Q4
$246K
Sell
1,797
-215
-11%
-$29.5K
0.01%
604
2022
Q3
$247K
Buy
2,012
+11
+0.5%
+$1.44K
0.01%
583
2022
Q2
$278K
Buy
+2,001
New
+$281K
0.02%
566
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1-Year Est. Return
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$654B AUM
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1-Year Est. Return
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$156B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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