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Global Wealth Strategies & Associates Historic Quarter Change: USA Stocks, New

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Global Wealth Strategies & Associates historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Strategies & Associates opened 337 positions, added to 407, reduced 302 and sold out of 503.

  • Q1 2026: Stock IBRX; Country of operation United States; Class Stock; Shares before 0.
  • Q1 2026: Stock TMO; Country of operation United States; Class Stock; Shares before 0.
  • Q1 2026: Stock TTWO; Country of operation United States; Class Stock; Shares before 0.
  • Q1 2026: Stock WAT; Country of operation United States; Class Stock; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912297), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-01); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-02); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-01). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026IBRX
IMMUNITYBIO INC COM		United StatesStock029,020+29,020$0$222,583+$222,5832026-04-03
Q1 2026TMO
THERMO FISHER SCIENTIFIC INC COM		United StatesStock0322+322$0$158,273+$158,2732026-04-03
Q1 2026TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM		United StatesStock0354+354$0$69,915+$69,9152026-04-03
Q1 2026WAT
WATERS CORP COM		United StatesStock0218+218$0$64,920+$64,9202026-04-03
Q1 2026TRIN
TRINITY CAP INC COM		United StatesCEF03,410+3,410$0$50,161+$50,1612026-04-03
Q1 2026ZYME
ZYMEWORKS INC COM		United StatesStock01,635+1,635$0$40,940+$40,9402026-04-03
Q1 2026HSY
HERSHEY CO COM		United StatesStock0183+183$0$38,044+$38,0442026-04-03
Q1 2026PENN
PENN ENTERTAINMENT INC COM		United StatesStock01,300+1,300$0$19,539+$19,5392026-04-03
Q1 2026Q
QNITY ELECTRONICS INC COMMON STOCK		United StatesStock0111+111$0$12,807+$12,8072026-04-03
Q1 2026PTEN
PATTERSON-UTI ENERGY INC COM		United StatesStock0752+752$0$8,144+$8,1442026-04-03
Q1 2026GLW
CORNING INC COM		United StatesStock041+41$0$5,575+$5,5752026-04-03
Q1 2026EQT
EQT CORP COM		United StatesStock061+61$0$3,882+$3,8822026-04-03
Q1 2026WFC
WELLS FARGO & CO COM		United StatesStock035+35$0$2,786+$2,7862026-04-03
Q1 2026SOFI
SOFI TECHNOLOGIES INC COM		United StatesStock0159+159$0$2,525+$2,5252026-04-03
Q1 2026HWM
HOWMET AEROSPACE INC COM		United StatesStock010+10$0$2,305+$2,3052026-04-03
Q1 2026BX
BLACKSTONE INC COM		United StatesStock017+17$0$1,954+$1,9542026-04-03
Q1 2026BKV
BKV CORP COM		United StatesStock064+64$0$1,825+$1,8252026-04-03
Q1 2026HLT
HILTON WORLDWIDE HLDGS INC COM		United StatesStock06+6$0$1,824+$1,8242026-04-03
Q1 2026CSX
CSX CORP COM		United StatesStock044+44$0$1,806+$1,8062026-04-03
Q1 2026MLM
MARTIN MARIETTA MATLS INC COM		United StatesStock03+3$0$1,766+$1,7662026-04-03
Q1 2026GS
GOLDMAN SACHS GROUP INC COM		United StatesStock02+2$0$1,692+$1,6922026-04-03
Q1 2026ECL
ECOLAB INC COM		United StatesStock06+6$0$1,596+$1,5962026-04-03
Q1 2026MICC
MAGNUM ICE CREAM CO NV ORD SHS		NetherlandsStock0100+100$0$1,495+$1,4952026-04-03
Q1 2026TMUS
T-MOBILE US INC COM		United StatesStock07+7$0$1,470+$1,4702026-04-03
Q1 2026TJX
TJX COS INC NEW COM		United StatesStock09+9$0$1,437+$1,4372026-04-03
Q1 2026APH
AMPHENOL CORP CL A		United StatesStock010+10$0$1,264+$1,2642026-04-03
Q1 2026SOLS
SOLSTICE ADVANCED MATLS INC COM SHS		United StatesStock015+15$0$1,142+$1,1422026-04-03
Q1 2026ODFL
OLD DOMINION FREIGHT LINE INC COM		United StatesStock05+5$0$977+$9772026-04-03
Q1 2026WCN
WASTE CONNECTIONS INC COM		Stock06+6$0$975+$9752026-04-03
Q1 2026ETR
ENTERGY CORP NEW COM		United StatesStock08+8$0$899+$8992026-04-03
Q1 2026VSNT
VERSANT MEDIA GROUP INC COM CL A		United StatesStock024+24$0$888+$8882026-04-03
Q1 2026INTU
INTUIT COM		United StatesStock02+2$0$865+$8652026-04-03
Q1 2026SRPT
SAREPTA THERAPEUTICS INC COM		United StatesStock035+35$0$762+$7622026-04-03
Q1 2026NOW
SERVICENOW INC COM		United StatesStock07+7$0$732+$7322026-04-03
Q1 2026CDNS
CADENCE DESIGN SYSTEM INC COM		United StatesStock02+2$0$556+$5562026-04-03
Q1 2026NNOX
NANO X IMAGING LTD ORD SHS		Stock0211+211$0$479+$4792026-04-03
Q1 2026ATAI
ATAIBECKLEY INC COM SHS		United StatesStock0126+126$0$446+$4462026-04-03
Q1 2026ALAB
ASTERA LABS INC COM		United StatesStock02+2$0$219+$2192026-04-03

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