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HighMark Wealth Management’s Green Dot GDOT Stock Holding History

HighMark Wealth Management’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3K Hold
1,650
– – 0.01% 241
2026
Q1 		$18.5K Hold
1,650
– – 0.01% 230
2025
Q4 		$21.1K Buy
+1,650
New +$20.5K 0.01% 235
2024
Q3 		– Sell
-2,000
Closed -$18.9K – 607
2024
Q2 		$18.9K Buy
+2,000
New +$18.6K 0.01% 208

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

HighMark Wealth Management's GDOT Position: Q2 2026 in Review

HighMark Wealth Management held its Green Dot (GDOT) position steady in Q2 2026 at 1,650 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #241.

HighMark Wealth Management first reported a position in GDOT in Q2 2024 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • HighMark Wealth Management held 1,650 shares of Green Dot worth $22.3K as of Q2 2026.
  • HighMark Wealth Management left its Green Dot share count unchanged in Q2 2026.
  • Green Dot made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #241 holding.
  • HighMark Wealth Management first reported a position in Green Dot in Q2 2024 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.