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Retirement Wealth Solutions’s Guidewire Software GWRE Stock Holding History

Retirement Wealth Solutions’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.85K Buy
20
+3
+18% +$476 ﹤0.01% 520
2026
Q2 		$2.09K Sell
17
-8
-32% -$1.07K ﹤0.01% 519
2026
Q1 		$3.74K Buy
25
+20
+400% +$3.04K ﹤0.01% 381
2025
Q4 		$1.01K Sell
5
-28
-85% -$6.19K ﹤0.01% 582
2025
Q3 		$7.59K Buy
+33
New +$7.5K 0.01% 252

Other funds holding GWRE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Retirement Wealth Solutions's GWRE Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Guidewire Software (GWRE) stake by 18% in Q3 2026, buying an estimated $476 and bringing the position to 20 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Retirement Wealth Solutions first reported a position in GWRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.59K in Q3 2025. 40 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Retirement Wealth Solutions held 20 shares of Guidewire Software worth $2.85K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 Guidewire Software shares in Q3 2026, an estimated $476.
  • Guidewire Software made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #520 holding.
  • Retirement Wealth Solutions first reported a position in Guidewire Software in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Guidewire Software position peaked at $7.59K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.