Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

GFS holding history

GLOBALFOUNDRIES Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GFS overview All 13F holders of GFS Full Q2 2026 holdings

Shares (Q2 2026): 28,623
Value: $2.36M
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of GFS by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,623	$2.36M	<0.1%	+9,715+51.4%	Added	Holders
Q1 2026	18,908	$841.0K	<0.1%	+18,908	New	Holders