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Gateway Wealth Partners’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Gateway Wealth Partners’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,986
Closed -$565K – 480
2025
Q3 		$565K Buy
+14,986
New +$548K 0.08% 232

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Commonwealth Equity Services
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Wells Fargo
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Osaic Holdings
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Morgan Stanley
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gateway Wealth Partners's TCAF Position: Q4 2025 in Review

Gateway Wealth Partners sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q4 2025, closing a stake of 14,986 shares — an estimated $565K sold.

Gateway Wealth Partners first reported a position in TCAF in Q3 2025 and held it in 1 quarter. The position peaked at $565K in Q3 2025. 331 funds tracked by Wall St. Rank hold TCAF as of Q4 2025.

  • Gateway Wealth Partners reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 14,986 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2025, an estimated $565K.
  • Gateway Wealth Partners first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2025 and held it in 1 quarter.
  • Gateway Wealth Partners's T. Rowe Price Capital Appreciation Equity ETF position peaked at $565K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2025.

Based on Gateway Wealth Partners's 13F filing for Q4 2025, filed 11 Feb 2026.