BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Group 1 Automotive GPI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio GPI Stock Details GPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.5K	Buy	102 +99	+3,300%	+$27.9K	0.01%	778
2026 Q2	$874	Buy	+3	New	+$983	﹤0.01%	2227
2026 Q1	–	Sell	-3	Closed	-$1.18K	–	2565
2025 Q4	$1.18K	Hold	3	–	–	﹤0.01%	2267
2025 Q3	$1.31K	Sell	3 -5	-63%	-$2.24K	﹤0.01%	2161
2025 Q2	$3.49K	Hold	8	–	–	﹤0.01%	1888
2025 Q1	$3.06K	Sell	8 -3	-27%	-$1.32K	﹤0.01%	1898
2024 Q4	$4.64K	Hold	11	–	–	﹤0.01%	1722
2024 Q3	$4.21K	Buy	+11	New	+$3.78K	﹤0.01%	1799

Other funds holding GPI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s GPI Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Group 1 Automotive (GPI) stake by 3,300% in Q3 2026, buying an estimated $27.9K and bringing the position to 102 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #778.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in GPI in Q3 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold GPI as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 102 shares of Group 1 Automotive worth $24.5K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 99 Group 1 Automotive shares in Q3 2026, an estimated $27.9K.
Group 1 Automotive made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #778 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Group 1 Automotive in Q3 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held Group 1 Automotive as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.