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GDE

4 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in WISDOMTREE TR

Yes. Kestra Advisory Services holds 137,677 shares of GDE, worth $8.8M, as of its Q3 2026 13F filing. It increased the position by 37,134 shares (+36.9%) from Q2 2026. Kestra Advisory Services has held GDE since Q4 2025, across 4 quarterly 13F filings.

Current Value

$8.8M

Current Shares

137,677

Total Value Change

+$5.9M

Total Shares Change

+91,782

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
137,677
+36.9%
$8.8M0.0%$54.84
36
2026-Q2
Increased
100,543
+21.9%
$6.1M0.0%$52.57
33
2026-Q1
Increased
82,494
+79.8%
$5.2M0.0%$54.12
41
2025-Q4
New
45,895
-
$2.8M0.0%$53.02
36

Other major holders of GDE: Focus Partners Wealth, LPL Financial LLC, OneDigital Investment Advisors LLC

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