IFWM
GPN icon

Institute for Wealth Management’s Global Payments GPN Stock Holding History

Institute for Wealth Management’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,389
Closed -$271K – 579
2025
Q2 		$271K Sell
3,389
-25
-0.7% -$1.98K 0.03% 458
2025
Q1 		$334K Sell
3,414
-45
-1% -$4.71K 0.04% 388
2024
Q4 		$388K Buy
3,459
+48
+1% +$5.25K 0.05% 342
2024
Q3 		$349K Buy
3,411
+10
+0.3% +$1.04K 0.04% 375
2024
Q2 		$329K Buy
+3,401
New +$375K 0.04% 368
2021
Q3 		– Sell
-1,099
Closed -$206K – 490
2021
Q2 		$206K Hold
1,099
– – 0.04% 457
2021
Q1 		$221K Sell
1,099
-90
-8% -$17.9K 0.04% 422
2020
Q4 		$256K Buy
1,189
+8
+0.7% +$1.49K 0.05% 379
2020
Q3 		$210K Buy
+1,181
New +$204K 0.05% 389

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return