GWMR
AZPN

GC Wealth Management RIA’s Aspen Technology Inc AZPN Stock Holding History

GC Wealth Management RIA’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,549
Closed -$2.88M – 330
2024
Q4 		$2.88M Hold
11,549
– – 0.51% 42
2024
Q3 		$2.76M Sell
11,549
-670
-5% -$141K 0.48% 44
2024
Q2 		$2.43M Buy
12,219
+1,022
+9% +$210K 0.48% 41
2024
Q1 		$2.39M Buy
+11,197
New +$2.21M 0.48% 39

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GC Wealth Management RIA's AZPN Position: Q1 2025 in Review

GC Wealth Management RIA sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 11,549 shares — an estimated $2.88M sold.

GC Wealth Management RIA first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $2.88M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • GC Wealth Management RIA reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 11,549 Aspen Technology Inc shares in Q1 2025, an estimated $2.88M.
  • GC Wealth Management RIA first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • GC Wealth Management RIA's Aspen Technology Inc position peaked at $2.88M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on GC Wealth Management RIA's 13F filing for Q1 2025, filed 12 May 2025.