Mission Wealth Management’s General American Investors Company GAM Stock Holding History

Mission Wealth Management’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
2026 Q2	$253K	Sell	3,964 -233	-6%	-$14.8K	﹤0.01%	941
2026 Q1	$245K	Hold	4,197	–	–	0.01%	661
2025 Q4	$246K	Hold	4,197	–	–	﹤0.01%	648
2025 Q3	$261K	Hold	4,197	–	–	0.01%	620
2025 Q2	$235K	Hold	4,197	–	–	0.01%	622
2025 Q1	$211K	Hold	4,197	–	–	0.01%	632
2024 Q4	$214K	Hold	4,197	–	–	0.01%	616
2024 Q3	$225K	Hold	4,197	–	–	0.01%	609
2024 Q2	$209K	Buy	+4,197	New	+$199K	0.01%	607
2022 Q1	–	Sell	-5,183	Closed	-$229K	–	548
2021 Q4	$229K	Hold	5,183	–	–	0.01%	489
2021 Q3	$223K	Hold	5,183	–	–	0.01%	472
2021 Q2	$225K	Buy	+5,183	New	+$220K	0.01%	453

Other funds holding GAM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Mission Wealth Management's GAM Position: Q2 2026 in Review

Mission Wealth Management reduced its General American Investors Company (GAM) stake by 5.6% in Q2 2026, selling an estimated $14.8K and leaving 3,964 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Mission Wealth Management first reported a position in GAM in Q2 2021 and has held it in 12 quarters since. The position peaked at $261K in Q3 2025. 104 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

Mission Wealth Management held 3,964 shares of General American Investors Company worth $253K as of Q2 2026.
Mission Wealth Management sold 233 General American Investors Company shares in Q2 2026, an estimated $14.8K.
General American Investors Company made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #941 holding.
Mission Wealth Management first reported a position in General American Investors Company in Q2 2021 and has held it in 12 quarters since.
Mission Wealth Management's General American Investors Company position peaked at $261K in Q3 2025.
104 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.