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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $2.7B AUM 649 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 102 Added 363 Reduced 347 Exited
Page 15 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DELL DELL TECHNOLOGIES INC Technology 3,093.0 $389K 0.01% -13K -80.4% $125.88 +90.8%
282 MSA MSA SAFETY INC Industrials 2,430.0 $389K 0.01% -579.0 -19.2% $160.14 +5.7%
283 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 16,559.0 $387K 0.01% -161.0 -1.0% $23.39 +16.9%
284 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,104.0 $387K 0.01% -2K -62.8% $350.55 +11.9%
285 TFC TRUIST FINL CORP Financial Services 7,853.0 $386K 0.01% -18K -69.0% $49.21 -4.5%
286 ALLE ALLEGION PLC Industrials 2,358.0 $375K 0.01% -453.0 -16.1% $159.22 -18.8%
287 AOS SMITH A O CORP Industrials 5,599.0 $374K 0.01% -4K -44.0% $66.88 -15.5%
288 PYPL PAYPAL HLDGS INC Financial Services 6,403.0 $374K 0.01% -10K -61.2% $58.38 -23.7%
289 GLW CORNING INC Technology 4,205.0 $368K 0.01% -14K -76.5% $87.56 +105.7%
290 DXCM DEXCOM INC Healthcare 5,522.0 $366K 0.01% -2K -31.2% $66.37 -3.6%
291 GRAL GRAIL INC Healthcare 4,258.0 $364K 0.01% -606.0 -12.5% $85.59 -29.4%
292 MMM 3M CO Industrials 2,246.0 $360K 0.01% -5K -68.9% $160.10 -5.3%
293 PCAR PACCAR INC Industrials 3,283.0 $360K 0.01% -6K -63.5% $109.51 +1.2%
294 CDNS CADENCE DESIGN SYSTEM INC Technology 1,148.0 $359K 0.01% -3K -75.0% $312.58 +10.0%
295 TGT TARGET CORP Consumer Defensive 3,555.0 $348K 0.01% -4K -55.5% $97.76 +24.5%
296 ESGE ISHARES INC 7,854.0 $347K 0.01% -1K -13.7% $44.17 +17.2%
297 KLAC KLA CORP Technology 284.0 $345K 0.01% -2K -88.8% $1215.08 +44.6%
298 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 570.0 $344K 0.01% -400.0 -41.2% $603.28 +9.2%
299 SNN SMITH & NEPHEW PLC Healthcare 10,466.0 $343K 0.01% -63.0 -0.6% $32.81 -8.0%
300 VCLT VANGUARD SCOTTSDALE FDS 4,480.0 $340K 0.01% -508.0 -10.2% $75.85 -2.8%
Page 15 of 19  ·  363 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Communication Services 23.1%
Healthcare 21.7%
Financial Services 11.3%
Consumer Cyclical 7.5%
Industrials 3.1%
Consumer Defensive 1.7%
Energy 1.0%
Basic Materials 0.6%
Utilities 0.4%