PWPS
GAM

Pinnacle Wealth Planning Services’s General American Investors Company GAM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-35
Closed -$2.06K – 2785
2025
Q4 		$2.06K Buy
+35
New +$2.13K ﹤0.01% 2475
2021
Q1 		– Sell
-1,116
Closed -$41K – 964
2020
Q4 		$41K Buy
+1,116
New +$39.6K 0.01% 880

Other funds holding GAM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cohen & Steers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's GAM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of General American Investors Company (GAM) in Q1 2026, closing a stake of 35 shares — an estimated $2.06K sold.

Pinnacle Wealth Planning Services first reported a position in GAM in Q4 2020 and held it in 2 quarters. The position peaked at $41K in Q4 2020. 93 funds tracked by Wall St. Rank hold GAM as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining General American Investors Company position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 35 General American Investors Company shares in Q1 2026, an estimated $2.06K.
  • Pinnacle Wealth Planning Services first reported a position in General American Investors Company in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's General American Investors Company position peaked at $41K in Q4 2020.
  • 93 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.