SEC 13F Intelligence

Stapp Wealth Management, Pllc / GDE

Stapp Wealth Management, Pllc’s Wisdomtree Tr Position

Does Stapp Wealth Management, Pllc own Wisdomtree Tr (GDE)? Yes — 120.9K shares worth $8M (+9.71% of its 13F portfolio) as of Q1 2026, down from 136.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
120.9K
% of Portfolio
+9.71%
Quarters Held
4
currently held

Position History GDE

Reported value by quarter
Q2 ’25: $6MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.9K$8M+9.71%
Q4 2025136.9K$8M+10.87%
Q3 2025138.4K$8M+10.68%
Q2 2025137.4K$6M+9.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of GDE.