Spire Wealth Management’s Generation Income Properties GIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30	Closed	-$546	–	2519
2024 Q4	$546	Hold	30	–	–	﹤0.01%	2435
2024 Q3	$657	Hold	30	–	–	﹤0.01%	2131
2024 Q2	$1.23K	Hold	30	–	–	﹤0.01%	2089
2024 Q1	$1.15K	Hold	30	–	–	﹤0.01%	2185
2023 Q4	$1.18K	Hold	30	–	–	﹤0.01%	2239
2023 Q3	$1.16K	Hold	30	–	–	﹤0.01%	2228
2023 Q2	$1.19K	Hold	30	–	–	﹤0.01%	2286
2023 Q1	$1.35K	Hold	30	–	–	﹤0.01%	2346
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2189
2022 Q3	$2K	Buy	+30	New	+$1.91K	﹤0.01%	1948

Other funds holding GIPR

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WAOTB

Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Spire Wealth Management's GIPR Position: Q1 2025 in Review

Spire Wealth Management sold out of Generation Income Properties (GIPR) in Q1 2025, closing a stake of 30 shares — an estimated $546 sold.

Spire Wealth Management first reported a position in GIPR in Q3 2022 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 23 funds tracked by Wall St. Rank hold GIPR as of Q1 2025.

Spire Wealth Management reported no remaining Generation Income Properties position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 30 Generation Income Properties shares in Q1 2025, an estimated $546.
Spire Wealth Management first reported a position in Generation Income Properties in Q3 2022 and held it in 10 quarters.
Spire Wealth Management's Generation Income Properties position peaked at $2K in Q3 2022.
23 funds tracked by Wall St. Rank held Generation Income Properties as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.