BCS Private Wealth Management’s GMO Ultra-Short Income ETF GMOC Stock Holding History

BCS Private Wealth Management’s Portfolio GMOC Stock Details GMOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$251K	Hold	5,000	–	–	0.07%	165
2026 Q2	$251K	Hold	5,000	–	–	0.08%	167
2026 Q1	$251K	Buy	+5,000	New	+$251K	0.08%	164

BCS Private Wealth Management's GMOC Position: Q3 2026 in Review

BCS Private Wealth Management held its GMO Ultra-Short Income ETF (GMOC) position steady in Q3 2026 at 5,000 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #165.

BCS Private Wealth Management first reported a position in GMOC in Q1 2026 and has held it in 3 quarters since. The position peaked at $251K in Q2 2026. 1 fund tracked by Wall St. Rank holds GMOC as of Q3 2026.

BCS Private Wealth Management held 5,000 shares of GMO Ultra-Short Income ETF worth $251K as of Q3 2026.
BCS Private Wealth Management left its GMO Ultra-Short Income ETF share count unchanged in Q3 2026.
GMO Ultra-Short Income ETF made up 0.07% of BCS Private Wealth Management's portfolio in Q3 2026, its #165 holding.
BCS Private Wealth Management first reported a position in GMO Ultra-Short Income ETF in Q1 2026 and has held it in 3 quarters since.
BCS Private Wealth Management's GMO Ultra-Short Income ETF position peaked at $251K in Q2 2026.
1 fund tracked by Wall St. Rank held GMO Ultra-Short Income ETF as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.