Edge Wealth Management
BGC icon

Edge Wealth Management’s BGC Group BGC Stock Holding History

Edge Wealth Management’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
Q3 		$279K Buy
+24,129
New +$278K 0.04% 70
2023
Q3 		– Sell
-144,895
Closed -$642K – 80
2023
Q2 		$642K Sell
144,895
-41,966
-22% -$186K 0.14% 47
2023
Q1 		$976K Hold
186,861
– – 0.22% 39
2022
Q4 		$704K Buy
186,861
+17
+0% +$67 0.16% 47
2022
Q3 		$596K Buy
186,844
+19
+0% +$74 0.13% 49
2022
Q2 		$630K Buy
186,825
+22
+0% +$77 0.14% 48
2022
Q1 		$822K Sell
186,803
-5,201
-3% -$23K 0.16% 52
2021
Q4 		$893K Sell
192,004
-313,011
-62% -$1.56M 0.16% 54
2021
Q3 		$2.63M Buy
505,015
+479,840
+1,906% +$2.55M 0.51% 40
2021
Q2 		$143K Buy
25,175
+25
+0.1% +$143 0.03% 107
2021
Q1 		$121K Buy
25,150
+7,000
+39% +$29.8K 0.03% 119
2020
Q4 		$73K Hold
18,150
– – 0.02% 158
2020
Q3 		$44K Hold
18,150
– – 0.01% 209
2020
Q2 		$50K Hold
18,150
– – 0.01% 271
2020
Q1 		$45K Buy
18,150
+3,645
+25% +$17.8K 0.01% 250
2019
Q4 		$86K Hold
14,505
– – 0.02% 211
2019
Q3 		$79K Hold
14,505
– – 0.02% 209
2019
Q2 		$76K Buy
14,505
+9,505
+190% +$49.3K 0.02% 213
2019
Q1 		$27K Hold
5,000
– – 0.01% 294
2018
Q4 		$26K Sell
5,000
-2,775
-36% -$18.3K 0.01% 301
2018
Q3 		$59K Hold
7,775
– – 0.01% 237
2018
Q2 		$57K Sell
7,775
-3,552
-31% -$28.4K 0.01% 231
2018
Q1 		$98K Buy
11,327
+45
+0.4% +$405 0.03% 163
2017
Q4 		$110K Buy
11,282
+3,507
+45% +$35.4K 0.03% 163
2017
Q3 		$72K Hold
7,775
– – 0.02% 191
2017
Q2 		$63K Hold
7,775
– – 0.02% 201
2017
Q1 		$57K Hold
7,775
– – 0.02% 199
2016
Q4 		$51K Hold
7,775
– – 0.02% 188
2016
Q3 		$44K Hold
7,775
– – 0.02% 194
2016
Q2 		$43K Buy
+7,775
New +$45.1K 0.02% 186

Other funds holding BGC

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Edge Wealth Management's BGC Position: Q3 2026 in Review

Edge Wealth Management opened a new position in BGC Group (BGC) in Q3 2026: 24,129 shares worth $279K. The stake represents 0.04% of the portfolio and ranks #70 among its holdings. This is a return to the name: Edge Wealth Management previously reported a position in BGC as recently as Q2 2023.

Edge Wealth Management first reported a position in BGC in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.63M in Q3 2021. 50 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Edge Wealth Management held 24,129 shares of BGC Group worth $279K as of Q3 2026.
  • BGC Group was a new Edge Wealth Management position in Q3 2026.
  • BGC Group made up 0.04% of Edge Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Edge Wealth Management first reported a position in BGC Group in Q2 2016 and has held it in 30 quarters since.
  • Edge Wealth Management's BGC Group position peaked at $2.63M in Q3 2021.
  • 50 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.