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Whalen Wealth Management’s GlobalFoundries GFS Stock Holding History

Whalen Wealth Management’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,068
Closed -$253K – 228
2026
Q2 		$253K Sell
3,068
-2,175
-41% -$152K 0.11% 177
2026
Q1 		$233K Buy
+5,243
New +$231K 0.12% 170
2025
Q3 		– Sell
-26,886
Closed -$1.03M – 213
2025
Q2 		$1.03M Buy
+26,886
New +$975K 0.64% 45

Other funds holding GFS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Whalen Wealth Management's GFS Position: Q3 2026 in Review

Whalen Wealth Management sold out of GlobalFoundries (GFS) in Q3 2026, closing a stake of 3,068 shares — an estimated $253K sold.

Whalen Wealth Management first reported a position in GFS in Q2 2025 and held it in 3 quarters. The position peaked at $1.03M in Q2 2025. 13 funds tracked by Wall St. Rank hold GFS as of Q3 2026.

  • Whalen Wealth Management reported no remaining GlobalFoundries position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,068 GlobalFoundries shares in Q3 2026, an estimated $253K.
  • Whalen Wealth Management first reported a position in GlobalFoundries in Q2 2025 and held it in 3 quarters.
  • Whalen Wealth Management's GlobalFoundries position peaked at $1.03M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held GlobalFoundries as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.