Curio Wealth’s BGC Group BGC Stock Holding History

Curio Wealth’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$59	–	198
2026 Q1	$59	Buy	+6	New	+$56	﹤0.01%	1096

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Curio Wealth's BGC Position: Q2 2026 in Review

Curio Wealth sold out of BGC Group (BGC) in Q2 2026, closing a stake of 6 shares — an estimated $59 sold.

Curio Wealth first reported a position in BGC in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Curio Wealth reported no remaining BGC Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 6 BGC Group shares in Q2 2026, an estimated $59.
Curio Wealth first reported a position in BGC Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's BGC Group position peaked at $59 in Q1 2026.
366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.