Oberweis Asset Management’s Green Dot GDOT Stock Holding History

Oberweis Asset Management’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
2026 Q1	–	Sell	-765,000	Closed	-$9.8M	–	187
2025 Q4	$9.8M	Sell	765,000 -205,300	-21%	-$2.55M	0.36%	104
2025 Q3	$13M	Buy	+970,300	New	+$12M	0.5%	75
2021 Q2	–	Sell	-5,300	Closed	-$243K	–	171
2021 Q1	$243K	Buy	5,300 +500	+10%	+$26.1K	0.05%	142
2020 Q4	$268K	Hold	4,800	–	–	0.07%	119
2020 Q3	$243K	Hold	4,800	–	–	0.08%	108
2020 Q2	$236K	Buy	+4,800	New	+$162K	0.09%	112
2019 Q3	–	Sell	-5,000	Closed	-$245K	–	202
2019 Q2	$245K	Sell	5,000 -80,460	-94%	-$4.38M	0.04%	179
2019 Q1	$5.18M	Buy	85,460 +2,700	+3%	+$188K	1.04%	27
2018 Q4	$6.58M	Buy	82,760 +315	+0.4%	+$24.9K	1.47%	15
2018 Q3	$7.32M	Sell	82,445 -490	-0.6%	-$40.7K	1.42%	21
2018 Q2	$6.09M	Buy	82,935 +8,010	+11%	+$552K	1.53%	21
2018 Q1	$4.81M	Buy	+74,925	New	+$4.72M	1.26%	32

Other funds holding GDOT

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schonfeld Strategic Advisors New York $12.3B AUM 37.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return