InceptionR’s Green Dot GDOT Stock Holding History

InceptionR’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
2025 Q3	–	Sell	-12,403	Closed	-$134K	–	784
2025 Q2	$134K	Buy	+12,403	New	+$112K	0.03%	598

Other funds holding GDOT

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's GDOT Position: Q3 2025 in Review

InceptionR sold out of Green Dot (GDOT) in Q3 2025, closing a stake of 12,403 shares — an estimated $134K sold.

InceptionR first reported a position in GDOT in Q2 2025 and held it in 1 quarter. The position peaked at $134K in Q2 2025. 169 funds tracked by Wall St. Rank hold GDOT as of Q3 2025.

InceptionR reported no remaining Green Dot position as of Q3 2025 after selling out during the quarter.
InceptionR sold 12,403 Green Dot shares in Q3 2025, an estimated $134K.
InceptionR first reported a position in Green Dot in Q2 2025 and held it in 1 quarter.
InceptionR's Green Dot position peaked at $134K in Q2 2025.
169 funds tracked by Wall St. Rank held Green Dot as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.