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Heartwood Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

Heartwood Wealth Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$659 – 430
2025
Q3 		$659 Buy
+3
New +$576 ﹤0.01% 579

Other funds holding LOPE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartwood Wealth Advisors's LOPE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Grand Canyon Education (LOPE) in Q4 2025, closing a stake of 3 shares — an estimated $659 sold.

Heartwood Wealth Advisors first reported a position in LOPE in Q3 2025 and held it in 1 quarter. The position peaked at $659 in Q3 2025. 484 funds tracked by Wall St. Rank hold LOPE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Grand Canyon Education position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 3 Grand Canyon Education shares in Q4 2025, an estimated $659.
  • Heartwood Wealth Advisors first reported a position in Grand Canyon Education in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Grand Canyon Education position peaked at $659 in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.