GC Wealth Management RIA’s Asana ASAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-48,999
Closed -$314K 490
2026
Q1
$314K Sell
48,999
-353,101
-88% -$3.11M 0.01% 425
2025
Q4
$5.51M Sell
402,100
-2,501
-0.6% -$34.4K 0.2% 74
2025
Q3
$5.41M Buy
404,601
+343,049
+557% +$4.85M 0.18% 100
2025
Q2
$831K Buy
+61,552
New +$965K 0.07% 225

Other funds holding ASAN

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

GC Wealth Management RIA sold out of Asana (ASAN) in Q2 2026, closing a stake of 48,999 shares — an estimated $314K sold.

GC Wealth Management RIA first reported a position in ASAN in Q2 2025 and held it in 4 quarters. The position peaked at $5.51M in Q4 2025. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Asana position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 48,999 Asana shares in Q2 2026, an estimated $314K.
  • GC Wealth Management RIA first reported a position in Asana in Q2 2025 and held it in 4 quarters.
  • GC Wealth Management RIA's Asana position peaked at $5.51M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

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