Physician Wealth Advisors’s Green Dot GDOT Stock Holding History

Physician Wealth 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
2026 Q2	$1.82K	Hold	135	–	–	﹤0.01%	1546
2026 Q1	$1.51K	Hold	135	–	–	﹤0.01%	1471
2025 Q4	$1.73K	Hold	135	–	–	﹤0.01%	1355
2025 Q3	$1.81K	Hold	135	–	–	﹤0.01%	1272
2025 Q2	$1.46K	Buy	+135	New	+$1.22K	﹤0.01%	1178

Other funds holding GDOT

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's GDOT Position: Q2 2026 in Review

Physician Wealth Advisors held its Green Dot (GDOT) position steady in Q2 2026 at 135 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Physician Wealth Advisors first reported a position in GDOT in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

Physician Wealth Advisors held 135 shares of Green Dot worth $1.82K as of Q2 2026.
Physician Wealth Advisors left its Green Dot share count unchanged in Q2 2026.
Green Dot made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1546 holding.
Physician Wealth Advisors first reported a position in Green Dot in Q2 2025 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

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