TWP
GNR icon

Triad Wealth Partners’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Triad Wealth Partners’s Portfolio GNR Stock Details GNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-87
Closed -$4.86K – 382
2024
Q2 		$4.86K Buy
+87
New +$5.05K ﹤0.01% 575

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Triad Wealth Partners's GNR Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q3 2024, closing a stake of 87 shares — an estimated $4.86K sold.

Triad Wealth Partners first reported a position in GNR in Q2 2024 and held it in 1 quarter. The position peaked at $4.86K in Q2 2024. 241 funds tracked by Wall St. Rank hold GNR as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 87 State Street SPDR S&P Global Natural Resources ETF shares in Q3 2024, an estimated $4.86K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Global Natural Resources ETF position peaked at $4.86K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.