GHP Investment Advisors, Inc. quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GHP Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was WELLS FARGO & CO (+$12); the largest decrease was PFF (-$395).
- WELLS FARGO & CO: Country of operation United States; Class PERP PFD CNV A; Shares 2026-03-31 6; Shares 2026-06-30 6.
Two Form 13F-HR filings compared (SEC CIK 1401561): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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