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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 16 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SHEL SHELL PLC Energy 9,210.0 $677K 0.03% $73.48 +16.2%
302 LEN LENNAR CORP Consumer Cyclical 6,543.0 $673K 0.03% -3K -33.4% $102.80 -19.9%
303 PML PIMCO MUN INCOME FD II Financial Services 88,492.0 $667K 0.03% +48K +119.5% $7.54 -2.4%
304 BDYN BLACKROCK ETF TRUST 26,004.0 $666K 0.02% -4K -13.1% $25.61 +5.8%
305 BLUE OWL CAPITAL CORPORATION 53,425.0 $664K 0.02% $12.43
306 SPLV INVESCO EXCH TRADED FD TR II 9,272.0 $662K 0.02% $71.42 +2.6%
307 TECH BIO-TECHNE CORP Healthcare 11,193.0 $658K 0.02% -6K -35.0% $58.81 -26.4%
308 NWPX NWPX INFRASTRUCTURE INC Industrials 10,530.0 $658K 0.02% +3K +31.6% $62.49 +77.3%
309 ICICI BANK LIMITED 21,959.0 $654K 0.02% +3K +16.9% $29.80
310 SE SEA LTD Consumer Cyclical 5,126.0 $654K 0.02% +80.0 +1.6% $127.57 -30.8%
311 NGG NATIONAL GRID PLC Utilities 8,427.0 $652K 0.02% +407.0 +5.1% $77.35 +4.3%
312 FXE INVESCO CURRENCYSHARES EURO Financial Services 5,994.0 $650K 0.02% $108.46 -0.9%
313 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,037.0 $646K 0.02% -656.0 -38.8% $622.66 -10.3%
314 MAGS LISTED FDS TR 9,718.0 $641K 0.02% -423.0 -4.2% $65.96 +5.3%
315 IDXX IDEXX LABS INC Healthcare 935.0 $633K 0.02% -1K -59.2% $676.53 -21.8%
316 WM WASTE MGMT INC DEL Industrials 2,874.0 $631K 0.02% -4K -55.7% $219.72 +0.0%
317 CMF ISHARES TR 10,979.0 $631K 0.02% -12K -52.6% $57.46 -1.1%
318 DOV DOVER CORP Industrials 3,226.0 $630K 0.02% -1K -24.5% $195.24 +8.0%
319 CMI CUMMINS INC Industrials 1,232.0 $629K 0.02% -3K -68.3% $510.45 +32.8%
320 NUE NUCOR CORP Basic Materials 3,842.0 $627K 0.02% -1K -27.7% $163.11 +39.2%
Page 16 of 27  ·  526 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%