Position in WEX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$486,208
+$12,899 QoQ
Shares Held
3,177
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GM Advisory Group, LLC holds $51,224,574 across 9 Software - Infrastructure names. WEX ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,371 | $36,784,163 | |
| 2 | ORCL |
Oracle Corp
|
31,950 | $4,700,164 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,612 | $3,161,403 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,660 | $2,699,685 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
30,025 | $1,312,993 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,838 | $1,256,588 | |
| 7 | TWLO |
Twilio Inc
|
4,365 | $549,204 | |
| 8 | WEX |
WEX Inc.
This page
|
3,177 | $486,208 |
All Filings in WEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,208 | 3,177 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $473,309 | 3,177 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||