PWMG
GMS

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

Private Wealth Management Group’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
Q2 		– Sell
-18
Closed -$1.32K – 1536
2025
Q1 		$1.32K Sell
18
-26
-59% -$2.07K ﹤0.01% 1194
2024
Q4 		$3.73K Hold
44
– – ﹤0.01% 862
2024
Q3 		$3.99K Hold
44
– – ﹤0.01% 815
2024
Q2 		$3.55K Buy
44
+26
+144% +$2.4K ﹤0.01% 852
2024
Q1 		$1.75K Hold
18
– – ﹤0.01% 1034
2023
Q4 		$1.48K Buy
+18
New +$1.21K ﹤0.01% 1108

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Private Wealth Management Group's GMS Position: Q2 2025 in Review

Private Wealth Management Group sold out of GMS Inc (GMS) in Q2 2025, closing a stake of 18 shares — an estimated $1.32K sold.

Private Wealth Management Group first reported a position in GMS in Q4 2023 and held it in 6 quarters. The position peaked at $3.99K in Q3 2024. 313 funds tracked by Wall St. Rank hold GMS as of Q2 2025.

  • Private Wealth Management Group reported no remaining GMS Inc position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 18 GMS Inc shares in Q2 2025, an estimated $1.32K.
  • Private Wealth Management Group first reported a position in GMS Inc in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's GMS Inc position peaked at $3.99K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held GMS Inc as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.