Valmark Advisers’s GMS Inc GMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-30,000
| Closed | -$3.26M | – | 662 |
|
|
2025
Q2 | $3.26M | Hold |
30,000
| – | – | 0.05% | 156 |
|
|
2025
Q1 | $2.2M | Hold |
30,000
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $2.54M | Hold |
30,000
| – | – | 0.04% | 173 |
|
|
2024
Q3 | $2.72M | Hold |
30,000
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $2.42M | Hold |
30,000
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $2.92M | Hold |
30,000
| – | – | 0.05% | 134 |
|
|
2023
Q4 | $2.47M | Hold |
30,000
| – | – | 0.05% | 137 |
|
|
2023
Q3 | $1.92M | Hold |
30,000
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $2.08M | Hold |
30,000
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $1.74M | Hold |
30,000
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $1.49M | Hold |
30,000
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $1.2M | Hold |
30,000
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $1.33M | Hold |
30,000
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $1.49M | Hold |
30,000
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $1.8M | Hold |
30,000
| – | – | 0.03% | 133 |
|
|
2021
Q3 | $1.31M | Hold |
30,000
| – | – | 0.02% | 151 |
|
|
2021
Q2 | $1.44M | Sell |
30,000
-10,000
| -25% | -$444K | 0.03% | 144 |
|
|
2021
Q1 | $1.67M | Hold |
40,000
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $1.22M | Hold |
40,000
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $964K | Hold |
40,000
| – | – | 0.02% | 137 |
|
|
2020
Q2 | $984K | Hold |
40,000
| – | – | 0.02% | 117 |
|
|
2020
Q1 | $629K | Hold |
40,000
| – | – | 0.02% | 132 |
|
|
2019
Q4 | $1.08M | Hold |
40,000
| – | – | 0.02% | 93 |
|
|
2019
Q3 | $1.15M | Sell |
40,000
-43,819
| -52% | -$1.07M | 0.03% | 95 |
|
|
2019
Q2 | $1.84M | Hold |
83,819
| – | – | 0.04% | 64 |
|
|
2019
Q1 | $1.27M | Sell |
83,819
-100,000
| -54% | -$1.81M | 0.03% | 77 |
|
|
2018
Q4 | $2.73M | Sell |
183,819
-62,670
| -25% | -$1.1M | 0.07% | 53 |
|
|
2018
Q3 | $5.72M | Hold |
246,489
| – | – | 0.13% | 37 |
|
|
2018
Q2 | $6.68M | Hold |
246,489
| – | – | 0.15% | 35 |
|
|
2018
Q1 | $7.53M | Hold |
246,489
| – | – | 0.17% | 33 |
|
|
2017
Q4 | $9.28M | Buy |
+246,489
| New | +$8.79M | 0.2% | 31 |
|
Other funds holding GMS
Valmark Advisers's GMS Position: Q3 2025 in Review
Valmark Advisers sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 30,000 shares — an estimated $3.26M sold.
Valmark Advisers first reported a position in GMS in Q4 2017 and held it in 31 quarters. The position peaked at $9.28M in Q4 2017. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.
- Valmark Advisers reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
- Valmark Advisers sold 30,000 GMS Inc shares in Q3 2025, an estimated $3.26M.
- Valmark Advisers first reported a position in GMS Inc in Q4 2017 and held it in 31 quarters.
- Valmark Advisers's GMS Inc position peaked at $9.28M in Q4 2017.
- 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.
Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.