JWA
GBTG icon

JFS Wealth Advisors’s American Express Global Business Travel GBTG Stock Holding History

JFS Wealth Advisors’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$479 Buy
51
+46
+920% +$373 ﹤0.01% 1961
2026
Q1 		$28 Sell
5
-108
-96% -$670 ﹤0.01% 1870
2025
Q4 		$865 Buy
113
+48
+74% +$372 ﹤0.01% 1728
2025
Q3 		$526 Buy
65
+55
+550% +$407 ﹤0.01% 1753
2025
Q2 		$63 Buy
10
+5
+100% +$32 ﹤0.01% 1827
2025
Q1 		$37 Sell
5
-34
-87% -$287 ﹤0.01% 1910
2024
Q4 		$362 Buy
+39
New +$333 ﹤0.01% 1812

Other funds holding GBTG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return