GWWM
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Great Waters Wealth Management’s Citigroup C Stock Holding History

Great Waters Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,443
Closed -$202K – 132
2026
Q2 		$202K Buy
+1,443
New +$188K 0.02% 124

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Great Waters Wealth Management's C Position: Q3 2026 in Review

Great Waters Wealth Management sold out of Citigroup (C) in Q3 2026, closing a stake of 1,443 shares — an estimated $202K sold.

Great Waters Wealth Management first reported a position in C in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 262 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Great Waters Wealth Management reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Great Waters Wealth Management sold 1,443 Citigroup shares in Q3 2026, an estimated $202K.
  • Great Waters Wealth Management first reported a position in Citigroup in Q2 2026 and held it in 1 quarter.
  • Great Waters Wealth Management's Citigroup position peaked at $202K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.