Gleason Group 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 1 new position, 14 added, 27 reduced, 3 sold out. Largest change by value: added $VXUS ($116.60M held).

New positions
1
Added / reduced
14 / 27
Sold out
3

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VXUS Added +20.39K (+1.51%) 1.37M $116.60M —
$SCHX Added +20.13K (+1.59%) 1.28M $38.54M —
$VGLT Added +4.51K (+1.25%) 364.46K $18.27M —
$SCHM Added +3.03K (+1.63%) 189.34K $6.44M —
$VO Added +5.08K (+7.20%) 75.56K $5.93M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTV Reduced -4.19K (-1.21%) 343.41K $74.20M —
$VUG Reduced -76.50K (-9.84%) 700.75K $63.14M —
$VTEB Reduced -27.66K (-4.06%) 654.20K $30.98M —
$VGIT Reduced -15.48K (-4.23%) 350.63K $19.87M —
$SCHG Reduced -6.91K (-3.12%) 214.84K $7.72M —

New position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IJR New +1.33K 1.33K $181.18K Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VXUS Added +20.39K (+1.51%) 1.37M $116.60M —
$SCHX Added +20.13K (+1.59%) 1.28M $38.54M —
$VGLT Added +4.51K (+1.25%) 364.46K $18.27M —
$SCHM Added +3.03K (+1.63%) 189.34K $6.44M —
$VO Added +5.08K (+7.20%) 75.56K $5.93M —
$VB Added +944 (+5.18%) 19.18K $5.46M —
$SCHA Added +2.39K (+1.92%) 127.11K $4.15M —
$BHP Added +347 (+2.28%) 15.58K $1.32M —
$VCSH Added +6.18K (+58.92%) 16.67K $1.29M —
$VCIT Added +6.68K (+110.11%) 12.74K $997.75K —
$SCMB Added +3K (+10.73%) 31.01K $749.19K —
$BRK.B Added +113 (+9.05%) 1.36K $677.71K —
$EFA Added +1K (+173.31%) 1.58K $163.87K —
$CRWD Added +63 (+300%) 84 $22.24K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTV Reduced -4.19K (-1.21%) 343.41K $74.20M —
$VUG Reduced -76.50K (-9.84%) 700.75K $63.14M —
$VTEB Reduced -27.66K (-4.06%) 654.20K $30.98M —
$VGIT Reduced -15.48K (-4.23%) 350.63K $19.87M —
$SCHG Reduced -6.91K (-3.12%) 214.84K $7.72M —
$VYM Reduced -15.04K (-23.61%) 48.67K $7.55M —
$VIG Reduced -10.24K (-24.58%) 31.43K $7.33M —
$JPM Reduced -669 (-6.33%) 9.91K $3.28M —
$PG Reduced -518 (-2.96%) 16.98K $2.47M —
$CVX Reduced -342 (-3.07%) 10.81K $2.21M —
$DE Reduced -232 (-7.82%) 2.74K $1.84M —
$JNJ Reduced -766 (-11.60%) 5.84K $1.55M —
$CAT Reduced -394 (-18.49%) 1.74K $1.41M —
$COST Reduced -73 (-5.38%) 1.28K $1.17M —
$WMT Reduced -371 (-4.75%) 7.43K $772.30K —
$HD Reduced -298 (-20.18%) 1.18K $335.28K —
$UNP Reduced -114 (-13.33%) 741 $201.73K —
$IEMG Reduced -2.06K (-58.94%) 1.44K $116.65K —
$V Reduced -193 (-37.62%) 320 $115.16K —
$IPAC Reduced -452 (-25.80%) 1.30K $110.63K —
$TSM Reduced -41 (-16.73%) 204 $93.10K —
$VGK Reduced -263 (-22.08%) 928 $80.57K —
$SBUX Reduced -307 (-33.89%) 599 $56.33K —
$URI Reduced -259 (-95.93%) 11 $11.10K —
$FDX Reduced -113 (-86.92%) 17 $4.85K —
$ORCL Reduced -99 (-81.15%) 23 $3.16K —
$ENB Reduced -1.53K (-96.54%) 55 $2.54K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ES Sold out -304 — — Read
$D Sold out -1K — — Read
$ED Sold out -764 — — Read

All tracked 13F moves by Gleason Group

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WMT Reduced -371 (-4.75%) 7.43K $772.30K —
$VUG Reduced -76.50K (-9.84%) 700.75K $63.14M —
$VTV Reduced -4.19K (-1.21%) 343.41K $74.20M —
$VTEB Reduced -27.66K (-4.06%) 654.20K $30.98M —
$VGIT Reduced -15.48K (-4.23%) 350.63K $19.87M —
$PG Reduced -518 (-2.96%) 16.98K $2.47M —
$SCHG Reduced -6.91K (-3.12%) 214.84K $7.72M —
$JPM Reduced -669 (-6.33%) 9.91K $3.28M —
$DE Reduced -232 (-7.82%) 2.74K $1.84M —
$COST Reduced -73 (-5.38%) 1.28K $1.17M —
$CVX Reduced -342 (-3.07%) 10.81K $2.21M —
$IJR New +1.33K 1.33K $181.18K Read
$VYM Reduced -15.04K (-23.61%) 48.67K $7.55M —
$V Reduced -193 (-37.62%) 320 $115.16K —
$VIG Reduced -10.24K (-24.58%) 31.43K $7.33M —
$VGK Reduced -263 (-22.08%) 928 $80.57K —
$URI Reduced -259 (-95.93%) 11 $11.10K —
$UNP Reduced -114 (-13.33%) 741 $201.73K —
$HD Reduced -298 (-20.18%) 1.18K $335.28K —
$TSM Reduced -41 (-16.73%) 204 $93.10K —
$SBUX Reduced -307 (-33.89%) 599 $56.33K —
$ORCL Reduced -99 (-81.15%) 23 $3.16K —
$JNJ Reduced -766 (-11.60%) 5.84K $1.55M —
$IPAC Reduced -452 (-25.80%) 1.30K $110.63K —
$IEMG Reduced -2.06K (-58.94%) 1.44K $116.65K —
$FDX Reduced -113 (-86.92%) 17 $4.85K —
$ES Sold out -304 — — Read
$ENB Reduced -1.53K (-96.54%) 55 $2.54K —
$D Sold out -1K — — Read
$ED Sold out -764 — — Read
$CAT Reduced -394 (-18.49%) 1.74K $1.41M —
$VXUS Added +20.39K (+1.51%) 1.37M $116.60M —
$VO Added +5.08K (+7.20%) 75.56K $5.93M —
$VGLT Added +4.51K (+1.25%) 364.46K $18.27M —
$VCSH Added +6.18K (+58.92%) 16.67K $1.29M —
$VCIT Added +6.68K (+110.11%) 12.74K $997.75K —
$VB Added +944 (+5.18%) 19.18K $5.46M —
$SCMB Added +3K (+10.73%) 31.01K $749.19K —
$SCHX Added +20.13K (+1.59%) 1.28M $38.54M —
$SCHA Added +2.39K (+1.92%) 127.11K $4.15M —
$SCHM Added +3.03K (+1.63%) 189.34K $6.44M —
$EFA Added +1K (+173.31%) 1.58K $163.87K —
$CRWD Added +63 (+300%) 84 $22.24K —
$BRK.B Added +113 (+9.05%) 1.36K $677.71K —
$BHP Added +347 (+2.28%) 15.58K $1.32M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Gleason Group holds or traded

Frequently asked questions

What did Gleason Group buy and sell in its latest 13F?

It opened or added to $VXUS, $SCHX, $VGLT, $SCHM and $VO; it cut or exited $VTV, $VUG, $VTEB, $VGIT and $SCHG.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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