GC Wealth Management RIA’s Aegon AEG Stock Holding History

GC Wealth Management RIA’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,116	Closed	-$161K	–	533
2025 Q3	$161K	Buy	+20,116	New	+$150K	0.01%	829

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GC Wealth Management RIA's AEG Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Aegon (AEG) in Q4 2025, closing a stake of 20,116 shares — an estimated $161K sold.

GC Wealth Management RIA first reported a position in AEG in Q3 2025 and held it in 1 quarter. The position peaked at $161K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

GC Wealth Management RIA reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 20,116 Aegon shares in Q4 2025, an estimated $161K.
GC Wealth Management RIA first reported a position in Aegon in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's Aegon position peaked at $161K in Q3 2025.
300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.