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Great Point Wealth Advisors, LLC → STT-PG

Great Point Wealth Advisors, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
15
Latest value
$13.7M
Q3 2026
Peak value
$19.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.3M
Q3 2025$17.3M
Q3 2025$15.2M
Q4 2025$4.3M
Q4 2025$18.7M
Q4 2025$14.8M
Q1 2026$4.3M
Q1 2026$18.3M
Q1 2026$14.5M
Q2 2026$4.5M
Q2 2026$19.2M
Q2 2026$13.8M
Q3 2026$4.5M
Q3 2026$19.8M
Q3 2026$13.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.7M72.2K——
Q3 2026$19.8M691.4K——
Q3 2026$4.5M86.8K——
Q2 2026$13.8M73.6K——
Q2 2026$19.2M660.1K——
Q2 2026$4.5M86.9K——
Q1 2026$14.5M84.5K——
Q1 2026$18.3M628.1K——
Q1 2026$4.3M91.8K——
Q4 2025$14.8M85.1K——
Q4 2025$18.7M639.4K——
Q4 2025$4.3M92.7K——
Q3 2025$15.2M88.9K——
Q3 2025$17.3M589.1K——
Q3 2025$4.3M92.9K——

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