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GC Wealth Management RIA’s Assured Guaranty AGO Stock Holding History

GC Wealth Management RIA’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,115
Closed -$348K – 534
2025
Q3 		$348K Buy
+4,115
New +$342K 0.01% 666

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Assured Guaranty (AGO) in Q4 2025, closing a stake of 4,115 shares — an estimated $348K sold.

GC Wealth Management RIA first reported a position in AGO in Q3 2025 and held it in 1 quarter. The position peaked at $348K in Q3 2025. 363 funds tracked by Wall St. Rank hold AGO as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Assured Guaranty position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 4,115 Assured Guaranty shares in Q4 2025, an estimated $348K.
  • GC Wealth Management RIA first reported a position in Assured Guaranty in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's Assured Guaranty position peaked at $348K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2025.

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