Abundance Wealth Counselors GPMT — GRANITE PT MTG TR INC

Ownership history in Abundance Wealth Counselors  ·  16 quarters on record

AI Ownership Summary

Abundance Wealth Counselors reported GRANITE PT MTG TR INC (GPMT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows GPMT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GPMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abundance Wealth Counselors's position in GRANITE PT MTG TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GPMT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GPMT stock page Abundance Wealth Counselors fund profile Abundance Wealth Counselors full holdings
How Abundance Wealth Counselors held GPMT — position size vs. price
% of Fund (quarterly)    GPMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 191,011 +3,892 +2.1% 0.08% $458K 2026-01-26 $2.11
2025 Q3 ADDED — — — 187,119 +7,204 +4.0% 0.10% $561K 2025-10-22 $2.60
2025 Q2 ADDED — — — 179,915 +47,905 +36.3% 0.08% $444K 2025-07-21 $2.26
2025 Q1 ADDED — — — 132,010 +46,751 +54.8% 0.07% $343K 2025-04-21 $1.47
2024 Q4 REDUCED 6.7% -6.8% ✅ 85,259 -6,104 -6.7% 0.05% $238K 2025-01-24 $2.59
2024 Q3 ADDED — — — 91,363 +22,198 +32.1% 0.06% $290K 2024-10-17 $2.74
2024 Q2 ADDED — — — 69,165 +15,349 +28.5% 0.09% $205K 2024-07-17 $2.75
2024 Q1 ADDED — — — 53,816 +20,728 +62.6% 0.06% $257K 2024-04-19 $3.73
2023 Q4 ADDED — — — 33,088 +6,127 +22.7% 0.05% $197K 2024-01-17 $4.56
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GPMT

As of 2026 Q1 — sorted by position size

GRATIA CAPITAL, LLC 3Y 7Y 1.43% CURA WEALTH ADVISORS, LLC 1.24% EPIQ PARTNERS, LLC 3Y 0.72% Camelot Portfolios, LLC 3Y 7Y 0.33% Q Global Advisors, LLC 3Y 7Y 0.23% Eagle Point Credit Management LLC 0.15% Truffle Hound Capital, LLC 0.14% Purpose Unlimited Inc. 0.05% AMERICAN FINANCIAL GROUP INC 3Y 7Y 0.04% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.04%

FAQ About Abundance Wealth Counselors and GPMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abundance Wealth Counselors reported owning GPMT?

Abundance Wealth Counselors reported GPMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GPMT position in Abundance Wealth Counselors's portfolio?

The largest reported portfolio weight for GPMT was 0.10% in 2025 Q3.

What is the latest reported GPMT position on this page?

The most recent filing on this page is 2025 Q4, when Abundance Wealth Counselors reported 191,011 shares, equal to 0.08% of portfolio, with an estimated market value of $458K.

What does the chart on this GPMT ownership page compare?

The chart compares Abundance Wealth Counselors's quarterly GPMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abundance Wealth Counselors time their GPMT position?

Based on 13F filing dates vs. subsequent GPMT price moves, Abundance Wealth Counselors correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on GPMT relative to SPY over the holding period was -35.4%.

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