Prospera Financial Services’s General American Investors Company GAM Stock Holding History

Prospera Financial Services’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Hold	4,013	–	–	﹤0.01%	1298
2026 Q1	$235K	Hold	4,013	–	–	﹤0.01%	1295
2025 Q4	$236K	Buy	4,013 +395	+11%	+$24K	﹤0.01%	1234
2025 Q3	$225K	Hold	3,618	–	–	﹤0.01%	1258
2025 Q2	$203K	Buy	+3,618	New	+$189K	﹤0.01%	1251
2022 Q2	–	Sell	-3,036	Closed	-$129K	–	1991
2022 Q1	$129K	Buy	+3,036	New	+$126K	0.01%	1029
2020 Q4	–	Sell	-2,605	Closed	-$88K	–	1012
2020 Q3	$88K	Buy	+2,605	New	+$88.1K	0.03%	442

Other funds holding GAM

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return