GC Wealth Management RIA’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.47M	Buy	163,962 +31,894	+24%	+$778K	0.14%	102
2025 Q4	$3.36M	Buy	132,068 +41,503	+46%	+$919K	0.12%	110
2025 Q3	$1.87M	Buy	90,565 +25,027	+38%	+$495K	0.06%	221
2025 Q2	$1.22M	Buy	65,538 +5,291	+9%	+$87.5K	0.1%	179
2025 Q1	$925K	Sell	60,247 -13,531	-18%	-$203K	0.17%	110
2024 Q4	$981K	Sell	73,778 -1,615	-2%	-$20.9K	0.17%	109
2024 Q3	$916K	Sell	75,393 -1,425	-2%	-$16.7K	0.16%	115
2024 Q2	$823K	Buy	76,818 +7,086	+10%	+$73.7K	0.16%	115
2024 Q1	$659K	Buy	69,732 +12,524	+22%	+$103K	0.13%	137
2023 Q4	$451K	Buy	+57,208	New	+$412K	0.2%	119

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

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