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Garner Asset Management Corp → WHG

Garner Asset Management Corp WHG Position History

Westwood Holdings Group, Inc.

Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q4 2025$2.1M
Q1 2026$1.8M
Q2 2026$1.8M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M70.1K——
Q2 2026$1.8M94.4K——
Q1 2026$1.8M111.0K——
Q4 2025$2.1M124.3K——
Q3 2025$2.2M135.2K——

Other funds holding WHG

Other Garner Asset Management Corp positions

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INVESCO QQQ TR

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QQQ

INVESCO QQQ TR

$16.6M
QQQ

INVESCO QQQ TR

$15.9M
DUK-PA

ETFIS SER TR I

$13.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$13.2M
AAPL

APPLE INC

$13M
Garner Asset Management Corp WHG Holdings: 13F Position History | Track13F