Raymond James Financial
GEG icon

Raymond James Financial’s Great Elm Group GEG Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-50
Closed -$104 – 5652
2025
Q2 		$104 Buy
+50
New +$101 ﹤0.01% 6843

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Millennium Management
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Raymond James Financial's GEG Position: Q3 2025 in Review

Raymond James Financial sold out of Great Elm Group (GEG) in Q3 2025, closing a stake of 50 shares — an estimated $104 sold.

Raymond James Financial first reported a position in GEG in Q2 2025 and held it in 1 quarter. The position peaked at $104 in Q2 2025. 27 funds tracked by Wall St. Rank hold GEG as of Q3 2025.

  • Raymond James Financial reported no remaining Great Elm Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 50 Great Elm Group shares in Q3 2025, an estimated $104.
  • Raymond James Financial first reported a position in Great Elm Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Great Elm Group position peaked at $104 in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Great Elm Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.