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Plante Moran Financial Advisors’s Great Elm Group GEG Stock Holding History

Plante Moran Financial Advisors’s Portfolio GEG Stock Details GEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$8 – 785
2025
Q4 		$8 Buy
+3
New +$8 ﹤0.01% 809

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Plante Moran Financial Advisors's GEG Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Great Elm Group (GEG) in Q1 2026, closing a stake of 3 shares — an estimated $8 sold.

Plante Moran Financial Advisors first reported a position in GEG in Q4 2025 and held it in 1 quarter. The position peaked at $8 in Q4 2025. 23 funds tracked by Wall St. Rank hold GEG as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Great Elm Group position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 Great Elm Group shares in Q1 2026, an estimated $8.
  • Plante Moran Financial Advisors first reported a position in Great Elm Group in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Great Elm Group position peaked at $8 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Great Elm Group as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.