Gateway Wealth Partners, LLC

CIK
1966037
City
APPLETON
State / Country
WI

Top Portfolio Positions

400 positions · $611,893,437 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in TRAK

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Shares Held

Position Value (USD)

3 quarters on record
Report Date Value (USD) Shares
2026-03-31 $171,395 22,552
2025-12-31 $139,484 11,276
2025-09-30 $167,110 11,276