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GDOT icon

NewEdge Advisors’s Green Dot GDOT Stock Holding History

NewEdge Advisors’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$1.34K – 4283
2025
Q3 		$1.34K Buy
+100
New +$1.23K ﹤0.01% 3845
2023
Q3 		– Sell
-28
Closed -$525 – 3542
2023
Q2 		$525 Hold
28
– – ﹤0.01% 3313
2023
Q1 		$481 Sell
28
-240
-90% -$4.19K ﹤0.01% 3242
2022
Q4 		$3.8K Buy
+268
New +$4.94K ﹤0.01% 2676
2021
Q1 		– Sell
-14,097
Closed -$787K – 1065
2020
Q4 		$787K Buy
+14,097
New +$801K 0.03% 479

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SPH
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NSGL
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TCM
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Vanguard Group
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Dimensional Fund Advisors
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WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return