Wealthcare Advisory Partners LLC GEW β€” EA SERIES TRUST

Ownership history in Wealthcare Advisory Partners LLC  Β·  4 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported EA SERIES TRUST (GEW) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows GEW at 0.01% 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.

What this GEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in EA SERIES TRUST, 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 Q2

GEW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q3 to 2026 Q2

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 Wealthcare Advisory Partners LLC held GEW β€” position size vs. price
% of Fund (quarterly)    GEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10,126 β€” 0% 0.01% $554K 2026-07-09 $54.98
2026 Q1 UNCHANGED β€” β€” β€” 10,126 β€” 0% 0.01% $511K 2026-04-14 $53.00
2025 Q4 UNCHANGED β€” β€” β€” 10,126 β€” 0% 0.01% $520K 2026-01-14 $52.11
2025 Q3 INITIATED β€” β€” β€” 10,126 β€” β€” 0.01% $510K 2025-11-07 $49.84

🏒 Other funds also holding GEW

As of 2026 Q2 β€” sorted by position size

Paul R. Ried Financial Group, LLC 0.85% General Partner, Inc. 3Y 0.25%

FAQ About Wealthcare Advisory Partners LLC and GEW

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

How long has Wealthcare Advisory Partners LLC reported owning GEW?

Wealthcare Advisory Partners LLC reported GEW across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GEW position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for GEW was 0.01% in 2025 Q3.

What is the latest reported GEW position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 10,126 shares, equal to 0.01% of portfolio, with an estimated market value of $554K.

What does the chart on this GEW ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly GEW 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.

← Back to Wealthcare Advisory Partners LLC Holdings