WFPG
GAM

Waller Financial Planning Group’s General American Investors Company GAM Stock Holding History

Waller Financial Planning Group’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Hold
19,563
– – 0.26% 34
2026
Q1 		$1.14M Hold
19,563
– – 0.25% 35
2025
Q4 		$1.15M Buy
+19,563
New +$1.19M 0.26% 36

Other funds holding GAM

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return

Waller Financial Planning Group's GAM Position: Q2 2026 in Review

Waller Financial Planning Group held its General American Investors Company (GAM) position steady in Q2 2026 at 19,563 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #34.

Waller Financial Planning Group first reported a position in GAM in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Waller Financial Planning Group held 19,563 shares of General American Investors Company worth $1.25M as of Q2 2026.
  • Waller Financial Planning Group left its General American Investors Company share count unchanged in Q2 2026.
  • General American Investors Company made up 0.26% of Waller Financial Planning Group's portfolio in Q2 2026, its #34 holding.
  • Waller Financial Planning Group first reported a position in General American Investors Company in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.