JWA
GMS

JFS Wealth Advisors’s GMS Inc GMS Stock Holding History

JFS Wealth Advisors’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
-35
Closed -$3.81K – 1923
2025
Q2 		$3.81K Buy
35
+1
+3% +$77 ﹤0.01% 1182
2025
Q1 		$2.49K Hold
34
– – ﹤0.01% 1387
2024
Q4 		$2.88K Hold
34
– – ﹤0.01% 1335
2024
Q3 		$3.08K Buy
34
+1
+3% +$88 ﹤0.01% 1304
2024
Q2 		$2.66K Hold
33
– – ﹤0.01% 1326
2024
Q1 		$3.21K Hold
33
– – ﹤0.01% 1269
2023
Q4 		$2.72K Buy
33
+4
+14% +$268 ﹤0.01% 1306
2023
Q3 		$1.86K Buy
29
+2
+7% +$139 ﹤0.01% 1385
2023
Q2 		$1.87K Hold
27
– – ﹤0.01% 1407
2023
Q1 		$1.56K Buy
27
+6
+29% +$340 ﹤0.01% 1455
2022
Q4 		$1.05K Buy
21
+10
+91% +$479 ﹤0.01% 1584
2022
Q3 		$0 Sell
11
-16
-59% -$765 ﹤0.01% 1798
2022
Q2 		$1K Buy
27
+12
+80% +$569 ﹤0.01% 1535
2022
Q1 		$1K Buy
15
+11
+275% +$579 ﹤0.01% 1646
2021
Q4 		$0 Buy
+4
New +$216 ﹤0.01% 1773

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's GMS Position: Q3 2025 in Review

JFS Wealth Advisors sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 35 shares — an estimated $3.81K sold.

JFS Wealth Advisors first reported a position in GMS in Q4 2021 and held it in 15 quarters. The position peaked at $3.81K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • JFS Wealth Advisors reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 35 GMS Inc shares in Q3 2025, an estimated $3.81K.
  • JFS Wealth Advisors first reported a position in GMS Inc in Q4 2021 and held it in 15 quarters.
  • JFS Wealth Advisors's GMS Inc position peaked at $3.81K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.