GC Wealth Management RIA’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$218K Sell
3,473
-612
-15% -$37.1K 0.01% 463
2026
Q1
$269K Sell
4,085
-1,514
-27% -$109K 0.01% 452
2025
Q4
$374K Sell
5,599
-4,409
-44% -$298K 0.01% 414
2025
Q3
$735K Buy
10,008
+6,015
+151% +$429K 0.02% 429
2025
Q2
$262K Buy
3,993
+852
+27% +$55.7K 0.02% 468
2025
Q1
$205K Buy
+3,141
New +$212K 0.04% 296

Other funds holding AOS

GC Wealth Management RIA's AOS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its A.O. Smith (AOS) stake by 15% in Q2 2026, selling an estimated $37.1K and leaving 3,473 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #463.

GC Wealth Management RIA first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $735K in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • GC Wealth Management RIA held 3,473 shares of A.O. Smith worth $218K as of Q2 2026.
  • GC Wealth Management RIA sold 612 A.O. Smith shares in Q2 2026, an estimated $37.1K.
  • A.O. Smith made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #463 holding.
  • GC Wealth Management RIA first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • GC Wealth Management RIA's A.O. Smith position peaked at $735K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.