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EP Wealth Advisors’s BGC Group BGC Stock Holding History

EP Wealth Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$537K Buy
52,449
+9,690
+23% +$99.1K ﹤0.01% 759
2025
Q1 		$392K Buy
42,759
+8,261
+24% +$75.8K ﹤0.01% 794
2024
Q4 		$313K Buy
34,498
+2,983
+9% +$27K ﹤0.01% 857
2024
Q3 		$289K Buy
+31,515
New +$289K ﹤0.01% 877