Position in GWRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$246,100
-$53,020 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#373
of 544 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,322,096 across 3 Software - Application names. GWRE ranks #3 (10.6% of the industry book) .
All Filings in GWRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,100 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $299,120 | 2,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $402,020 | 2,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $459,720 | 2,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $470,900 | 2,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $374,720 | 2,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $337,160 | 2,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $365,880 | 2,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $275,780 | 2,000 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||