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Gateway Wealth Partners, LLC

CIK
1966037
City
APPLETON
State / Country
WI

Top Portfolio Positions

401 positions · $621,049,511 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in OPP

Export CSV

Shares Held

Position Value (USD)

3 quarters on record
Report Date Value (USD) Shares
2026-03-31 $300,863 39,226
2025-12-31 $146,359 18,410
2025-09-30 $148,507 17,410