Back to TWN
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → TWN
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC TWN Position History
The Taiwan Fund, Inc.
Quarters held
4
Latest value
$466K
Q3 2026
Peak value
$466K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $134K |
| Q1 2026 | $195K |
| Q2 2026 | $372K |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 4.6K | — | — |
| Q2 2026 | $372K | 3.9K | — | — |
| Q1 2026 | $195K | 3.0K | — | — |
| Q4 2025 | $134K | 2.5K | — | — |
Other funds holding TWN
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
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM