AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GMS holding history

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

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of GMS by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−12,518−100.0%	Sold out	Holders
Q3 2022	12,518	$501.0K	<0.1%	+12,518	New	Holders
Q2 2022	0	$0	0.0%	−12,179−100.0%	Sold out	Holders
Q1 2022	12,179	$606.0K	<0.1%	+12,179	New	Holders