test

Wayne Bell-Warren

@Gainplan Llc

Latest period2024 - Q4ReportedManaged Assets$263.461MTotal holdings53
Assets growth rate24.53%Assets growth rate (2-Q avg)13.36%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Gainplan Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Gainplan Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 263.461M in assets, with a quarterly growth rate of 24.53% and a 2-quarter average growth rate of 13.36%. The portfolio is managed by Wayne Bell-Warren, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHMSchwab Strategic Tr
Recent Activity
Increased 196.92%
0.1%
$255,957
9,237 shares@ $27.71 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 98.55%
0.09%
$232,533
8,992 shares@ $25.86 avg price
SLIStandard Lithium Ltd
Recent Activity
Increased 30.9%
0.02%
$42,158
28,875 shares@ $1.47 avg price