GWN Securities’s Perimeter Solutions PRM Stock Holding History

GWN Securities’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,418	Closed	-$187K	–	428
2025 Q2	$187K	Buy	+13,418	New	+$155K	0.03%	379

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

GWN Securities's PRM Position: Q3 2025 in Review

GWN Securities sold out of Perimeter Solutions (PRM) in Q3 2025, closing a stake of 13,418 shares — an estimated $187K sold.

GWN Securities first reported a position in PRM in Q2 2025 and held it in 1 quarter. The position peaked at $187K in Q2 2025. 237 funds tracked by Wall St. Rank hold PRM as of Q3 2025.

GWN Securities reported no remaining Perimeter Solutions position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 13,418 Perimeter Solutions shares in Q3 2025, an estimated $187K.
GWN Securities first reported a position in Perimeter Solutions in Q2 2025 and held it in 1 quarter.
GWN Securities's Perimeter Solutions position peaked at $187K in Q2 2025.
237 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2025.

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