PWPS
GLDD

Pinnacle Wealth Planning Services’s Great Lakes Dredge & Dock GLDD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GLDD Stock Details GLDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,911
Closed -$77.6K – 2789
2025
Q4 		$77.6K Buy
+5,911
New +$72.8K 0.01% 929
2024
Q4 		– Sell
-19,401
Closed -$204K – 461
2024
Q3 		$204K Hold
19,401
– – 0.03% 456
2024
Q2 		$170K Hold
19,401
– – 0.02% 440
2024
Q1 		$170K Hold
19,401
– – 0.02% 445
2023
Q4 		$149K Hold
19,401
– – 0.02% 433
2023
Q3 		$155K Hold
19,401
– – 0.03% 381
2023
Q2 		$158K Buy
19,401
+214
+1% +$1.39K 0.03% 397
2023
Q1 		$104K Buy
+19,187
New +$115K 0.02% 435

Other funds holding GLDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Great Lakes Dredge & Dock (GLDD) in Q1 2026, closing a stake of 5,911 shares — an estimated $77.6K sold.

Pinnacle Wealth Planning Services first reported a position in GLDD in Q1 2023 and held it in 8 quarters. The position peaked at $204K in Q3 2024. 182 funds tracked by Wall St. Rank hold GLDD as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Great Lakes Dredge & Dock position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,911 Great Lakes Dredge & Dock shares in Q1 2026, an estimated $77.6K.
  • Pinnacle Wealth Planning Services first reported a position in Great Lakes Dredge & Dock in Q1 2023 and held it in 8 quarters.
  • Pinnacle Wealth Planning Services's Great Lakes Dredge & Dock position peaked at $204K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Great Lakes Dredge & Dock as of Q1 2026.

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