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GWMI
Guardian Wealth Management (Illinois)’s
Exelon
EXC
Stock Holding History
Guardian Wealth Management (Illinois)’s Portfolio
EXC Stock Details
EXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-55
Closed
-$2.56K
–
111
2025
Q1
$2.56K
Hold
55
–
–
﹤0.01%
200
2024
Q4
$2.08K
Hold
55
–
–
﹤0.01%
211
2024
Q3
$2.23K
Buy
55
+1
+2%
+$38
﹤0.01%
215
2024
Q2
$1.87K
Buy
54
+1
+2%
+$37
﹤0.01%
218
2024
Q1
$2.01K
Hold
53
–
–
﹤0.01%
210
2023
Q4
$1.9K
Buy
53
+1
+2%
+$39
﹤0.01%
220
2023
Q3
$1.98K
Hold
52
–
–
﹤0.01%
201
2023
Q2
$2.12K
Hold
52
–
–
﹤0.01%
203
2023
Q1
$2.16K
Buy
52
+1
+2%
+$42
﹤0.01%
210
2022
Q4
$2.21K
Hold
51
–
–
﹤0.01%
216
2022
Q3
$2K
Buy
51
+1
+2%
+$44
﹤0.01%
212
2022
Q2
$2K
Hold
50
–
–
﹤0.01%
200
2022
Q1
$2K
Sell
50
-20
-29%
-$847
﹤0.01%
205
2021
Q4
$3K
Buy
+70
New
+$2.64K
﹤0.01%
199
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1-Year Est. Return
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$60.8B AUM
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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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