JNBA Financial Advisors’s General American Investors Company GAM Stock Holding History

JNBA Financial Advisors’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-295	Closed	-$15K	–	662
2024 Q4	$15K	Hold	295	–	–	﹤0.01%	416
2024 Q3	$15.8K	Hold	295	–	–	﹤0.01%	413
2024 Q2	$14.7K	Hold	295	–	–	﹤0.01%	417
2024 Q1	$13.7K	Hold	295	–	–	﹤0.01%	433
2023 Q4	$12.7K	Sell	295 -295	-50%	-$12.3K	﹤0.01%	442
2023 Q3	$24.3K	Buy	590 +295	+100%	+$12.3K	﹤0.01%	363
2023 Q2	$12.3K	Hold	295	–	–	﹤0.01%	441
2023 Q1	$11.5K	Buy	+295	New	+$11.2K	﹤0.01%	463
2022 Q4	–	Sell	-559	Closed	-$19K	–	682
2022 Q3	$19K	Hold	559	–	–	﹤0.01%	381
2022 Q2	$20K	Hold	559	–	–	﹤0.01%	391
2022 Q1	$24K	Buy	+559	New	+$23.2K	﹤0.01%	376
2016 Q4	–	Sell	-2,418	Closed	-$79K	–	805
2016 Q3	$79K	Buy	+2,418	New	+$78.6K	0.01%	413

Other funds holding GAM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JNBA Financial Advisors's GAM Position: Q1 2025 in Review

JNBA Financial Advisors sold out of General American Investors Company (GAM) in Q1 2025, closing a stake of 295 shares — an estimated $15K sold.

JNBA Financial Advisors first reported a position in GAM in Q3 2016 and held it in 12 quarters. The position peaked at $79K in Q3 2016. 84 funds tracked by Wall St. Rank hold GAM as of Q1 2025.

JNBA Financial Advisors reported no remaining General American Investors Company position as of Q1 2025 after selling out during the quarter.
JNBA Financial Advisors sold 295 General American Investors Company shares in Q1 2025, an estimated $15K.
JNBA Financial Advisors first reported a position in General American Investors Company in Q3 2016 and held it in 12 quarters.
JNBA Financial Advisors's General American Investors Company position peaked at $79K in Q3 2016.
84 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.