Back to GAM-PB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → GAM-PB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC GAM-PB Position History
GAM-PB
Quarters held
4
Latest value
$53M
Q3 2026
Peak value
$53M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $47.6M |
| Q1 2026 | $47.8M |
| Q2 2026 | $52.6M |
| Q3 2026 | $53M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53M | 835.3K | — | — |
| Q2 2026 | $52.6M | 825.5K | — | — |
| Q1 2026 | $47.8M | 817.5K | — | — |
| Q4 2025 | $47.6M | 810.7K | — | — |
Other funds holding GAM-PB
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
CET
$23.9MCENTRAL SECS CORP COM
SCHW-PJ
$22.9MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$22.8MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$22MSCHWAB U.S. LARGE-CAP ETF