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WealthTrak Capital Management’s Guidewire Software GWRE Stock Holding History

WealthTrak Capital Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9
Closed -$2.12K – 418
2025
Q2 		$2.12K Buy
9
+8
+800% +$1.72K ﹤0.01% 429
2025
Q1 		$188 Buy
+1
New +$194 ﹤0.01% 863

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LP
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State Street
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DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WealthTrak Capital Management's GWRE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 9 shares — an estimated $2.12K sold.

WealthTrak Capital Management first reported a position in GWRE in Q1 2025 and held it in 2 quarters. The position peaked at $2.12K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 9 Guidewire Software shares in Q3 2025, an estimated $2.12K.
  • WealthTrak Capital Management first reported a position in Guidewire Software in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Guidewire Software position peaked at $2.12K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.