GC Wealth Management RIA, LLC quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GC Wealth Management RIA, LLC opened 0 positions, added to 0, reduced 1, sold out of 2 and left 0 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (-$380,330); the largest decrease was CARNIVAL CORP (-$1,282,483).
Two Form 13F-HR filings compared (SEC CIK 2011169): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NORTHEAST INVESTMENT MANAGEMENT | United States | $2.417B | 189 |
| Steele Capital Management, Inc. | United States | $2.414B | 86 |
| Purpose Unlimited Inc. | Canada | $2.420B | 827 |
| BLB&B Advisors, LLC | United States | $2.421B | 384 |
| Paralel Advisors LLC | United States | $2.406B | 108 |
| GHP Investment Advisors, Inc. | United States | $2.430B | 1,637 |
| RWC Asset Management LLP | United Kingdom | $2.399B | 163 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | United States | $2.435B | 787 |
| Krane Funds Advisors LLC | United States | $2.435B | 173 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | United States | $2.439B | 604 |