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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

GWRE holding history

Guidewire Software, Inc. in every 13F filed by Avion Wealth, 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 (Q2 2026)
40
Value
$4.00K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of GWRE by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640$4.00K<0.1%+2+5.3%AddedHolders
Q1 202638$5.00K<0.1%+27+245.5%AddedHolders
Q4 202511$2.00K<0.1%+3+37.5%AddedHolders
Q3 20258$1.00K<0.1%+2+33.3%AddedHolders
Q2 20256$1.00K<0.1%+3+100.0%AddedHolders
Q1 20253$00.0%+3NewHolders
Q4 20240$00.0%−3−100.0%Sold outHolders
Q3 20243$00.0%+3NewHolders