Global Wealth Management Investment Advisory, Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Global Wealth Management Investment Advisory, Inc. opened 10 positions, added to 52, reduced 31, sold out of 7 and left 4 unchanged. The largest increase in value was DVN (+$5,287,745); the largest decrease was XOMXXXX (-$9,163,062).
- DVN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 127,971.
- KHC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 160,156.
- GSBD: Country of operation United States; Class SHS; Shares 2026-03-31 0; Shares 2026-06-30 112,297.
- AGNC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 91,432.
Two Form 13F-HR filings compared (SEC CIK 1767855): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-29). 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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