PWMG
LOPE icon

Private Wealth Management Group’s Grand Canyon Education LOPE Stock Holding History

Private Wealth Management Group’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04K Sell
12
-19
-61% -$3.19K ﹤0.01% 1080
2025
Q4 		$5.16K Buy
31
+4
+15% +$723 ﹤0.01% 761
2025
Q3 		$5.93K Hold
27
– – ﹤0.01% 726
2025
Q2 		$5.1K Hold
27
– – ﹤0.01% 750
2025
Q1 		$4.67K Hold
27
– – ﹤0.01% 759
2024
Q4 		$4.42K Buy
27
+12
+80% +$1.84K ﹤0.01% 790
2024
Q3 		$2.13K Hold
15
– – ﹤0.01% 1038
2024
Q2 		$2.1K Buy
+15
New +$2.07K ﹤0.01% 1029
2024
Q1 		– Sell
-9
Closed -$1.19K – 1552
2023
Q4 		$1.19K Buy
+9
New +$1.17K ﹤0.01% 1199

Other funds holding LOPE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return