LWM
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LightSquare Wealth Management’s Garrett Motion GTX Stock Holding History

LightSquare Wealth Management’s Portfolio GTX Stock Details GTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$725K Hold
20,000
– – 0.5% 47
2026
Q1 		$363K Buy
+20,000
New +$373K 0.27% 64

Other funds holding GTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LightSquare Wealth Management's GTX Position: Q2 2026 in Review

LightSquare Wealth Management held its Garrett Motion (GTX) position steady in Q2 2026 at 20,000 shares worth $725K. The position accounts for 0.5% of the portfolio, ranked #47.

LightSquare Wealth Management first reported a position in GTX in Q1 2026 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold GTX as of Q2 2026.

  • LightSquare Wealth Management held 20,000 shares of Garrett Motion worth $725K as of Q2 2026.
  • LightSquare Wealth Management left its Garrett Motion share count unchanged in Q2 2026.
  • Garrett Motion made up 0.5% of LightSquare Wealth Management's portfolio in Q2 2026, its #47 holding.
  • LightSquare Wealth Management first reported a position in Garrett Motion in Q1 2026 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Garrett Motion as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.