HTWM
GMS

Hartmann Taylor Wealth Management’s GMS Inc GMS Stock Holding History

Hartmann Taylor Wealth Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,000
Closed -$218K – 53
2025
Q2 		$218K Buy
+2,000
New +$155K 0.18% 50

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hartmann Taylor Wealth Management's GMS Position: Q3 2025 in Review

Hartmann Taylor Wealth Management sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 2,000 shares — an estimated $218K sold.

Hartmann Taylor Wealth Management first reported a position in GMS in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Hartmann Taylor Wealth Management reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Hartmann Taylor Wealth Management sold 2,000 GMS Inc shares in Q3 2025, an estimated $218K.
  • Hartmann Taylor Wealth Management first reported a position in GMS Inc in Q2 2025 and held it in 1 quarter.
  • Hartmann Taylor Wealth Management's GMS Inc position peaked at $218K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.