PWAM
GMS

Private Wealth Asset Management’s GMS Inc GMS Stock Holding History

Private Wealth Asset Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$218 – 1112
2025
Q2 		$218 Hold
2
– – ﹤0.01% 964
2025
Q1 		$146 Buy
+2
New +$159 ﹤0.01% 1131

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Wealth Asset Management's GMS Position: Q3 2025 in Review

Private Wealth Asset Management sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 2 shares — an estimated $218 sold.

Private Wealth Asset Management first reported a position in GMS in Q1 2025 and held it in 2 quarters. The position peaked at $218 in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Private Wealth Asset Management reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 GMS Inc shares in Q3 2025, an estimated $218.
  • Private Wealth Asset Management first reported a position in GMS Inc in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's GMS Inc position peaked at $218 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.