GC Wealth Management RIA’s Box BOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Sell	13,615 -25	-0.2%	-$624	0.02%	384
2026 Q1	$322K	Hold	13,640	–	–	0.01%	421
2025 Q4	$408K	Buy	13,640 +25	+0.2%	+$784	0.02%	397
2025 Q3	$439K	Buy	+13,615	New	+$441K	0.01%	598

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GC Wealth Management RIA reduced its Box (BOX) stake by 0.18% in Q2 2026, selling an estimated $624 and leaving 13,615 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #384.

GC Wealth Management RIA first reported a position in BOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $439K in Q3 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

GC Wealth Management RIA held 13,615 shares of Box worth $361K as of Q2 2026.
GC Wealth Management RIA sold 25 Box shares in Q2 2026, an estimated $624.
Box made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #384 holding.
GC Wealth Management RIA first reported a position in Box in Q3 2025 and has held it in 4 quarters since.
GC Wealth Management RIA's Box position peaked at $439K in Q3 2025.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

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