FORT PITT CAPITAL GROUP, LLC GNMA — ISHARES TR

Ownership history in FORT PITT CAPITAL GROUP, LLC  ·  18 quarters on record

AI Ownership Summary

FORT PITT CAPITAL GROUP, LLC reported ISHARES TR (GNMA) in 18 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.06% in 2024 Q1. The latest visible filing shows GNMA at 1.00% 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 GNMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORT PITT CAPITAL GROUP, LLC's position in ISHARES TR, 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
2024 Q3

GNMA was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q1

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 2024 Q3

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.

GNMA stock page FORT PITT CAPITAL GROUP, LLC fund profile FORT PITT CAPITAL GROUP, LLC full holdings
How FORT PITT CAPITAL GROUP, LLC held GNMA — position size vs. price
% of Fund (quarterly)    GNMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 790,790 -2,653 -0.3% 1.00% $35.4M 2024-11-14 (Est.) $40.61
2024 Q2 ADDED — — — 793,443 +1,797 +0.2% 1.04% $34.2M 2024-07-26 $40.27
2024 Q1 ADDED — — — 791,646 +65,125 +9.0% 1.06% $34.3M 2024-04-11 $38.69
2023 Q4 REDUCED 7.4% -1.8% ✅ 726,521 -57,947 -7.4% 1.05% $32.1M 2024-02-12 $39.38
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GNMA

As of 2026 Q1 — sorted by position size

Northland Capital Management LLC 3Y 5.76% Prosperity Planning, Inc. 3Y 3.47% Avise Financial Cooperative, Inc. 3.21% CROBAN 2.39% Portland Global Advisors LLC 3Y 7Y 1.84% LifePlan Financial, LLC 1.68% McCartney Wealth Management LLC 1.36% Beverly Hills Private Wealth, LLC 3Y 1.03% CHAPMAN FINANCIAL GROUP, LLC 0.94% MYECFO, LLC 0.93%

FAQ About FORT PITT CAPITAL GROUP, LLC and GNMA

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

How long has FORT PITT CAPITAL GROUP, LLC reported owning GNMA?

FORT PITT CAPITAL GROUP, LLC reported GNMA across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported GNMA position in FORT PITT CAPITAL GROUP, LLC's portfolio?

The largest reported portfolio weight for GNMA was 1.06% in 2024 Q1.

What is the latest reported GNMA position on this page?

The most recent filing on this page is 2024 Q3, when FORT PITT CAPITAL GROUP, LLC reported 790,790 shares, equal to 1.00% of portfolio, with an estimated market value of $35.4M.

What does the chart on this GNMA ownership page compare?

The chart compares FORT PITT CAPITAL GROUP, LLC's quarterly GNMA 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 FORT PITT CAPITAL GROUP, LLC time their GNMA position?

Based on 13F filing dates vs. subsequent GNMA price moves, FORT PITT CAPITAL GROUP, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on GNMA relative to SPY over the holding period was -15.0%.

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