WPWM
GPT

Western Pacific Wealth Management’s EA Series Trust Intelligent Alpha Atlas ETF GPT Stock Holding History

Western Pacific Wealth Management’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$15.3K – 213
2026
Q1 		$15.3K Hold
500
– – 0.02% 149
2025
Q4 		$15K Hold
500
– – 0.01% 136
2025
Q3 		$14.9K Hold
500
– – 0.01% 153
2025
Q2 		$13.5K Hold
500
– – 0.01% 159
2025
Q1 		$11.9K Hold
500
– – 0.01% 155
2024
Q4 		$12.1K Hold
500
– – 0.01% 164
2024
Q3 		$13.2K Buy
+500
New +$12.9K 0.01% 202

Other funds holding GPT

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Western Pacific Wealth Management's GPT Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of EA Series Trust Intelligent Alpha Atlas ETF (GPT) in Q2 2026, closing a stake of 500 shares — an estimated $15.3K sold.

Western Pacific Wealth Management first reported a position in GPT in Q3 2024 and held it in 7 quarters. The position peaked at $15.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold GPT as of Q2 2026.

  • Western Pacific Wealth Management reported no remaining EA Series Trust Intelligent Alpha Atlas ETF position as of Q2 2026 after selling out during the quarter.
  • Western Pacific Wealth Management sold 500 EA Series Trust Intelligent Alpha Atlas ETF shares in Q2 2026, an estimated $15.3K.
  • Western Pacific Wealth Management first reported a position in EA Series Trust Intelligent Alpha Atlas ETF in Q3 2024 and held it in 7 quarters.
  • Western Pacific Wealth Management's EA Series Trust Intelligent Alpha Atlas ETF position peaked at $15.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held EA Series Trust Intelligent Alpha Atlas ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.