Ownership history in Compass Wealth Management LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in GENERAL AMERN INVS CO INC (GAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4,848 | — | 0% | 0.07% | $302K | $55.95 |
| 2025 Q2 | UNCHANGED | 4,848 | — | 0% | 0.06% | $272K | $50.40 |
| 2025 Q1 | UNCHANGED | 4,848 | — | 0% | 0.06% | $244K | $45.30 |
| 2024 Q4 | UNCHANGED | 4,848 | — | 0% | 0.06% | $247K | $45.66 |
| 2024 Q3 | UNCHANGED | 4,848 | — | 0% | 0.06% | $260K | $43.99 |
| 2024 Q2 | UNCHANGED | 4,848 | — | 0% | 0.06% | $241K | $40.80 |
| 2024 Q1 | UNCHANGED | 4,848 | — | 0% | 0.06% | $225K | $38.17 |
| 2023 Q4 | UNCHANGED | 4,848 | — | 0% | 0.06% | $208K | $35.24 |
| 2023 Q3 | INITIATED | 4,848 | — | — | 0.06% | $199K | — |
As of 2025 Q4 — sorted by position size