Larson Financial Group’s United States Gasoline Fund UGA Stock Holding History

Larson Financial Group’s Portfolio UGA Stock Details UGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$64.5K	–	3667
2025 Q3	$64.5K	Hold	1,000	–	–	﹤0.01%	1050
2025 Q2	$60.2K	Hold	1,000	–	–	﹤0.01%	1008
2025 Q1	$64.3K	Hold	1,000	–	–	﹤0.01%	925
2024 Q4	$63K	Hold	1,000	–	–	﹤0.01%	835
2024 Q3	$58.4K	Hold	1,000	–	–	﹤0.01%	860
2024 Q2	$67.6K	Hold	1,000	–	–	﹤0.01%	739
2024 Q1	$70.9K	Hold	1,000	–	–	0.01%	613
2023 Q4	$60.7K	Hold	1,000	–	–	0.01%	601
2023 Q3	$67.7K	Buy	+1,000	New	+$70.4K	0.01%	536
2021 Q3	–	Sell	-1,280	Closed	-$46K	–	947
2021 Q2	$46K	Hold	1,280	–	–	0.01%	294
2021 Q1	$40K	Hold	1,280	–	–	0.01%	292
2020 Q4	$31K	Hold	1,280	–	–	0.01%	291
2020 Q3	$25K	Hold	1,280	–	–	0.01%	285
2020 Q2	$24K	Buy	+1,280	New	+$19.6K	0.01%	273

Other funds holding UGA

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWA

Exit Wealth Advisors Atlanta, Georgia $195M AUM

BCI

Blue Capital Inc Omaha, Nebraska $153M AUM 28.69% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Larson Financial Group's UGA Position: Q4 2025 in Review

Larson Financial Group sold out of United States Gasoline Fund (UGA) in Q4 2025, closing a stake of 1,000 shares — an estimated $64.5K sold.

Larson Financial Group first reported a position in UGA in Q2 2020 and held it in 14 quarters. The position peaked at $70.9K in Q1 2024. 41 funds tracked by Wall St. Rank hold UGA as of Q4 2025.

Larson Financial Group reported no remaining United States Gasoline Fund position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 1,000 United States Gasoline Fund shares in Q4 2025, an estimated $64.5K.
Larson Financial Group first reported a position in United States Gasoline Fund in Q2 2020 and held it in 14 quarters.
Larson Financial Group's United States Gasoline Fund position peaked at $70.9K in Q1 2024.
41 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.