LWL
GNTY

Leo Wealth LLC’s Guaranty Bancshares GNTY Stock Holding History

Leo Wealth LLC’s Portfolio GNTY Stock Details GNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,760
Closed -$372K – 333
2025
Q2 		$372K Buy
+8,760
New +$354K 0.03% 275
2025
Q1 		– Sell
-9,460
Closed -$327K – 316
2024
Q4 		$327K Hold
9,460
– – 0.03% 276
2024
Q3 		$325K Hold
9,460
– – 0.03% 268
2024
Q2 		$291K Hold
9,460
– – 0.03% 275
2024
Q1 		$281K Hold
9,460
– – 0.03% 275
2023
Q4 		$285K Buy
+9,460
New +$283K 0.03% 263

Other funds holding GNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Leo Wealth LLC's GNTY Position: Q3 2025 in Review

Leo Wealth LLC sold out of Guaranty Bancshares (GNTY) in Q3 2025, closing a stake of 8,760 shares — an estimated $372K sold.

Leo Wealth LLC first reported a position in GNTY in Q4 2023 and held it in 6 quarters. The position peaked at $372K in Q2 2025. 101 funds tracked by Wall St. Rank hold GNTY as of Q3 2025.

  • Leo Wealth LLC reported no remaining Guaranty Bancshares position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 8,760 Guaranty Bancshares shares in Q3 2025, an estimated $372K.
  • Leo Wealth LLC first reported a position in Guaranty Bancshares in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's Guaranty Bancshares position peaked at $372K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.