Ownership history in WMS Partners, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in GOLDMAN SACHS ETF TR (GEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WMS Partners, LLC underperformed the S&P 500 by β7.1% annually on this GEM position. Timing score: 73% (8/11 decisions correct). Average cost basis: $26.95. Maximum drawdown during holding period: β12.6%.
β Significantly underperformed the S&P 500 by 7.1% ann.
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $23.80 (2022 Q3) Β· Worst: $33.45 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size