AF
GECC icon

Allworth Financial’s Great Elm Capital Corp GECC Stock Holding History

Allworth Financial’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.63K Sell
1,400
-6
-0.4% -$34 ﹤0.01% 3895
2026
Q1 		$7.04K Buy
1,406
+6
+0.4% +$38 ﹤0.01% 3745
2025
Q4 		$9.86K Hold
1,400
– – ﹤0.01% 3275
2025
Q3 		$14K Hold
1,400
– – ﹤0.01% 2923
2025
Q2 		$14.9K Buy
+1,400
New +$14.5K ﹤0.01% 2696

Other funds holding GECC

NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Allworth Financial's GECC Position: Q2 2026 in Review

Allworth Financial reduced its Great Elm Capital Corp (GECC) stake by 0.43% in Q2 2026, selling an estimated $34 and leaving 1,400 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Allworth Financial first reported a position in GECC in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.9K in Q2 2025. 19 funds tracked by Wall St. Rank hold GECC as of Q2 2026.

  • Allworth Financial held 1,400 shares of Great Elm Capital Corp worth $7.63K as of Q2 2026.
  • Allworth Financial sold 6 Great Elm Capital Corp shares in Q2 2026, an estimated $34.
  • Great Elm Capital Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3895 holding.
  • Allworth Financial first reported a position in Great Elm Capital Corp in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Great Elm Capital Corp position peaked at $14.9K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.