Founders Financial Alliance’s Great Elm Capital Corp GECC Stock Holding History

Founders Financial Alliance’s Portfolio GECC Stock Details GECC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75K	Buy	+13,770	New	+$77.9K	0.01%	527

Other funds holding GECC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Founders Financial Alliance's GECC Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in Great Elm Capital Corp (GECC) in Q2 2026: 13,770 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings.

15 funds tracked by Wall St. Rank hold GECC as of Q2 2026.

Founders Financial Alliance held 13,770 shares of Great Elm Capital Corp worth $75K as of Q2 2026.
Great Elm Capital Corp was a new Founders Financial Alliance position in Q2 2026.
Great Elm Capital Corp made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #527 holding.
15 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.