JOURNEY STRATEGIC WEALTH LLC
Holdings in GUG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $428,304 | 27,939 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $429,608 | 27,539 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $430,709 | 27,539 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $445,152 | 29,539 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $552,301 | 37,142 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $761,167 | 45,992 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,016,613 | 68,092 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $636,825 | 43,292 | Shares | Other | 2024-05-13 |
| 2023-12-31 | $568,690 | 38,792 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $456,192 | 33,792 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $456,533 | 31,792 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $188,683 | 13,439 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $178,266 | 13,254 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $142,666 | 11,068 | Shares | Sole | 2022-11-14 |