WWP
GAUZ

WR Wealth Planners’s Gauzy GAUZ Stock Holding History

WR Wealth Planners’s Portfolio GAUZ Stock Details GAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$29.7K Buy
3,000
+2,000
+200% +$17.4K 0.01% 392
2024
Q3 		$8.85K Hold
1,000
– – ﹤0.01% 652
2024
Q2 		$12K Buy
+1,000
New +$13.3K ﹤0.01% 559

Other funds holding GAUZ

II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's GAUZ Position: Q4 2024 in Review

WR Wealth Planners increased its Gauzy (GAUZ) stake by 200% in Q4 2024, buying an estimated $17.4K and bringing the position to 3,000 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #392.

WR Wealth Planners first reported a position in GAUZ in Q2 2024 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold GAUZ as of Q4 2024.

  • WR Wealth Planners held 3,000 shares of Gauzy worth $29.7K as of Q4 2024.
  • WR Wealth Planners bought 2,000 Gauzy shares in Q4 2024, an estimated $17.4K.
  • Gauzy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #392 holding.
  • WR Wealth Planners first reported a position in Gauzy in Q2 2024 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Gauzy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.