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
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 $1.41B AUM 19.71% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Western Pacific Wealth Management's GPT Position: Q1 2026 in Review

Western Pacific Wealth Management held its EA Series Trust Intelligent Alpha Atlas ETF (GPT) position steady in Q1 2026 at 500 shares worth $15.3K. The position accounts for 0.02% of the portfolio, ranked #149.

Western Pacific Wealth Management first reported a position in GPT in Q3 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold GPT as of Q1 2026.

  • Western Pacific Wealth Management held 500 shares of EA Series Trust Intelligent Alpha Atlas ETF worth $15.3K as of Q1 2026.
  • Western Pacific Wealth Management left its EA Series Trust Intelligent Alpha Atlas ETF share count unchanged in Q1 2026.
  • EA Series Trust Intelligent Alpha Atlas ETF made up 0.02% of Western Pacific Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Western Pacific Wealth Management first reported a position in EA Series Trust Intelligent Alpha Atlas ETF in Q3 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held EA Series Trust Intelligent Alpha Atlas ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.