High Note Wealth’s GMS Inc GMS Stock Holding History

High Note Wealth’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	-46	Closed	-$5K	–	923
2025 Q2	$5K	Buy	46 +2	+5%	+$155	﹤0.01%	421
2025 Q1	$3.22K	Sell	44 -2	-4%	-$159	﹤0.01%	576
2024 Q4	$3.9K	Buy	+46	New	+$4.32K	﹤0.01%	560

Other funds holding GMS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

High Note Wealth's GMS Position: Q3 2025 in Review

High Note Wealth sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 46 shares — an estimated $5K sold.

High Note Wealth first reported a position in GMS in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

High Note Wealth reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 46 GMS Inc shares in Q3 2025, an estimated $5K.
High Note Wealth first reported a position in GMS Inc in Q4 2024 and held it in 3 quarters.
High Note Wealth's GMS Inc position peaked at $5K in Q2 2025.
3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.