Spire Wealth Management’s Descartes Systems DSGX Stock Holding History

Spire Wealth Management’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45K	Hold	21	–	–	﹤0.01%	2073
2026 Q1	$1.5K	Hold	21	–	–	﹤0.01%	2085
2025 Q4	$1.84K	Buy	+21	New	+$1.88K	﹤0.01%	2115
2024 Q3	–	Sell	-18	Closed	-$1.74K	–	2193
2024 Q2	$1.74K	Sell	18 -4	-18%	-$376	﹤0.01%	2033
2024 Q1	$2.01K	Buy	+22	New	+$1.94K	﹤0.01%	2095

Other funds holding DSGX

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return