SWP
GAM

Sagespring Wealth Partners’s General American Investors Company GAM Stock Holding History

Sagespring Wealth Partners’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 		$333K Sell
5,223
-1,184
-18% -$75K 0.01% 649
2026
Q1 		$375K Hold
6,407
– – 0.01% 579
2025
Q4 		$376K Buy
+6,407
New +$389K 0.01% 556

Other funds holding GAM

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sagespring Wealth Partners's GAM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its General American Investors Company (GAM) stake by 18% in Q2 2026, selling an estimated $75K and leaving 5,223 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #649.

Sagespring Wealth Partners first reported a position in GAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 53 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Sagespring Wealth Partners held 5,223 shares of General American Investors Company worth $333K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,184 General American Investors Company shares in Q2 2026, an estimated $75K.
  • General American Investors Company made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #649 holding.
  • Sagespring Wealth Partners first reported a position in General American Investors Company in Q4 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's General American Investors Company position peaked at $376K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.