DiNuzzo Private Wealth’s BGC Group BGC Stock Holding History

DiNuzzo Private 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	$695	Hold	65	–	–	﹤0.01%	1005
2026 Q1	$636	Hold	65	–	–	﹤0.01%	1013
2025 Q4	$581	Hold	65	–	–	﹤0.01%	1037
2025 Q3	$638	Hold	65	–	–	﹤0.01%	1025
2025 Q2	$665	Hold	65	–	–	﹤0.01%	986
2025 Q1	$597	Sell	65 -2	-3%	-$19	﹤0.01%	988
2024 Q4	$608	Hold	67	–	–	﹤0.01%	1018
2024 Q3	$616	Sell	67 -1	-1%	-$9	﹤0.01%	1035
2024 Q2	$565	Buy	68 +9	+15%	+$74	﹤0.01%	1000
2024 Q1	$459	Sell	59 -1	-2%	-$7	﹤0.01%	1004
2023 Q4	$434	Buy	+60	New	+$372	﹤0.01%	1030

Other funds holding BGC

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM