Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

GWRE holding history

Guidewire Software, 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.

GWRE overviewAll 13F holders of GWREFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of GWRE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,024−100.0%Sold outHolders
Q4 20252,024$406.8K<0.1%+19+0.9%AddedHolders
Q3 20252,005$460.9K<0.1%+216+12.1%AddedHolders
Q2 20251,789$421.2K<0.1%−35−1.9%ReducedHolders
Q1 20251,824$341.7K<0.1%+1,824NewHolders