GWN Securities’s Orion OEC Stock Holding History

GWN Securities’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,074	Closed	-$148K	–	422
2025 Q2	$148K	Buy	+14,074	New	+$159K	0.03%	385

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GWN Securities's OEC Position: Q3 2025 in Review

GWN Securities sold out of Orion (OEC) in Q3 2025, closing a stake of 14,074 shares — an estimated $148K sold.

GWN Securities first reported a position in OEC in Q2 2025 and held it in 1 quarter. The position peaked at $148K in Q2 2025. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

GWN Securities reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 14,074 Orion shares in Q3 2025, an estimated $148K.
GWN Securities first reported a position in Orion in Q2 2025 and held it in 1 quarter.
GWN Securities's Orion position peaked at $148K in Q2 2025.
177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.