Spire Wealth Management
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Spire Wealth Management’s Graco GGG Stock Holding History

Spire Wealth Management’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-195
Closed -$14.7K – 2235
2026
Q2 		$14.7K Sell
195
-5
-3% -$395 ﹤0.01% 1535
2026
Q1 		$16.9K Buy
200
+3
+2% +$266 ﹤0.01% 1472
2025
Q4 		$16.1K Sell
197
-115
-37% -$9.46K ﹤0.01% 1559
2025
Q3 		$26.5K Buy
312
+2
+0.6% +$171 ﹤0.01% 1437
2025
Q2 		$26.7K Sell
310
-623
-67% -$51.6K ﹤0.01% 1410
2025
Q1 		$77.9K Sell
933
-295
-24% -$25K ﹤0.01% 1133
2024
Q4 		$104K Sell
1,228
-17,394
-93% -$1.51M ﹤0.01% 1021
2024
Q3 		$1.63M Sell
18,622
-22,688
-55% -$1.86M 0.05% 274
2024
Q2 		$3.28M Sell
41,310
-25,665
-38% -$2.15M 0.12% 171
2024
Q1 		$6.26M Buy
66,975
+176
+0.3% +$15.6K 0.11% 129
2023
Q4 		$5.68M Buy
66,799
+16,120
+32% +$1.27M 0.19% 118
2023
Q3 		$3.69M Buy
+50,679
New +$4M 0.14% 161
2022
Q1 		– Sell
-432
Closed -$35K – 2657
2021
Q4 		$35K Buy
+432
New +$32.8K ﹤0.01% 1885
2021
Q2 		– Sell
-536
Closed -$39K – 2721
2021
Q1 		$39K Buy
+536
New +$38K ﹤0.01% 1855

Other funds holding GGG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Spire Wealth Management's GGG Position: Q3 2026 in Review

Spire Wealth Management sold out of Graco (GGG) in Q3 2026, closing a stake of 195 shares — an estimated $14.7K sold.

Spire Wealth Management first reported a position in GGG in Q1 2021 and held it in 14 quarters. The position peaked at $6.26M in Q1 2024. 507 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

  • Spire Wealth Management reported no remaining Graco position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 195 Graco shares in Q3 2026, an estimated $14.7K.
  • Spire Wealth Management first reported a position in Graco in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Graco position peaked at $6.26M in Q1 2024.
  • 507 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.