Garrett Wealth Advisory Group, LLC GOOGL ALPHABET INC

Ownership history in Garrett Wealth Advisory Group, LLC  ·  8 quarters on record

AI Ownership Summary

Garrett Wealth Advisory Group, LLC reported ALPHABET INC (GOOGL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows GOOGL at 0.35% 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 GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garrett Wealth Advisory Group, LLC's position in ALPHABET 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
2026 Q1

GOOGL was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Garrett Wealth Advisory Group, LLC held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,943 +5,265 +313.8% 0.35% $2.0M 2026-04-27 $350.34
2025 Q4 REDUCED 1,678 -18 -1.1% 0.10% $525K 2026-02-04 $332.81
2025 Q3 REDUCED 1,696 -8 -0.5% 0.08% $412K 2025-11-18 $283.89
2025 Q2 REDUCED 1,704 -2 -0.1% 0.06% $300K 2025-08-12 $202.88
2025 Q1 ADDED 1,706 +161 +10.4% 0.06% $264K 2025-04-30 $158.25
2024 Q4 ADDED 1,545 +216 +16.3% 0.07% $292K 2025-02-06 $190.72
2024 Q3 ADDED 1,329 +1,297 +4053.1% 0.05% $220K 2024-11-01 $170.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Garrett Wealth Advisory Group, LLC and GOOGL

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

How long has Garrett Wealth Advisory Group, LLC reported owning GOOGL?

Garrett Wealth Advisory Group, LLC reported GOOGL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GOOGL position in Garrett Wealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 0.35% in 2026 Q1.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Garrett Wealth Advisory Group, LLC reported 6,943 shares, equal to 0.35% of portfolio, with an estimated market value of $2.0M.

What does the chart on this GOOGL ownership page compare?

The chart compares Garrett Wealth Advisory Group, LLC's quarterly GOOGL 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 Garrett Wealth Advisory Group, LLC time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, Garrett Wealth Advisory Group, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on GOOGL relative to SPY over the holding period was +38.0%.

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