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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 26 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FLEX FLEX LTD Technology 3,705.0 $224K 0.01% $60.42 +115.6%
502 SAFT SAFETY INS GROUP INC Financial Services 2,847.0 $222K 0.01% $77.91 -6.5%
503 CALI BLACKROCK ETF TRUST II 4,304.0 $217K 0.01% $50.46 -0.2%
504 GL GLOBE LIFE INC Financial Services 1,549.0 $217K 0.01% -1K -41.0% $139.86 +12.4%
505 EEM ISHARES TR 3,942.0 $216K 0.01% NEW $54.71 +18.5%
506 IEUR ISHARES TR 2,982.0 $212K 0.01% -824.0 -21.6% $70.98 +4.4%
507 SSYS STRATASYS LTD Technology 24,300.0 $211K 0.01% +4K +21.5% $8.68 -4.7%
508 SLB SLB LIMITED Energy 5,393.0 $207K 0.01% -8K -59.6% $38.38 +48.5%
509 CYBERARK SOFTWARE LTD 464.0 $207K 0.01% -154.0 -24.9% $446.06
510 VIOG VANGUARD ADMIRAL FDS INC 1,690.0 $205K 0.01% -14.0 -0.8% $121.29 +13.4%
511 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,082.0 $204K 0.01% -5K -53.1% $50.01 -37.3%
512 NGVT INGEVITY CORP Basic Materials 3,446.0 $204K 0.01% -1K -24.1% $59.18 +14.1%
513 EXC EXELON CORP Utilities 4,661.0 $203K 0.01% -17K -78.2% $43.59 +0.7%
514 HOLOGIC INC 2,721.0 $203K 0.01% -6K -68.5% $74.49
515 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 725.0 $202K 0.01% -2K -75.8% $278.92 -9.2%
516 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 10,363.0 $200K 0.01% -4K -28.4% $19.33 +13.1%
517 TDOC TELADOC HEALTH INC Healthcare 26,484.0 $185K 0.01% -2K -5.7% $7.00 -8.4%
518 F FORD MTR CO Consumer Cyclical 12,262.0 $161K 0.01% -48K -79.5% $13.12 +0.7%
519 CNH INDL N V 15,569.0 $144K 0.01% +3K +21.4% $9.22
520 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 24,360.0 $140K 0.01% +9K +62.4% $5.76 +70.1%
Page 26 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%