VWM
GNTY

Venturi Wealth Management’s Guaranty Bancshares GNTY Stock Holding History

Venturi Wealth Management’s Portfolio GNTY Stock Details GNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-146
Closed -$5.05K – 1091
2024
Q4 		$5.05K Buy
+146
New +$5.12K ﹤0.01% 1662

Other funds holding GNTY

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Venturi Wealth Management's GNTY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Guaranty Bancshares (GNTY) in Q1 2025, closing a stake of 146 shares — an estimated $5.05K sold.

Venturi Wealth Management first reported a position in GNTY in Q4 2024 and held it in 1 quarter. The position peaked at $5.05K in Q4 2024. 99 funds tracked by Wall St. Rank hold GNTY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Guaranty Bancshares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 146 Guaranty Bancshares shares in Q1 2025, an estimated $5.05K.
  • Venturi Wealth Management first reported a position in Guaranty Bancshares in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Guaranty Bancshares position peaked at $5.05K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.