TWD
GMS

True Wealth Design’s GMS Inc GMS Stock Holding History

True Wealth Design’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$1.74K – 2785
2025
Q2 		$1.74K Hold
16
– – ﹤0.01% 1238
2025
Q1 		$1.17K Buy
+16
New +$1.27K ﹤0.01% 1214

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's GMS Position: Q3 2025 in Review

True Wealth Design sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 16 shares — an estimated $1.74K sold.

True Wealth Design first reported a position in GMS in Q1 2025 and held it in 2 quarters. The position peaked at $1.74K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • True Wealth Design reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 16 GMS Inc shares in Q3 2025, an estimated $1.74K.
  • True Wealth Design first reported a position in GMS Inc in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's GMS Inc position peaked at $1.74K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.