GC Wealth Management RIA’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-38,457	Closed	-$1.81M	–	496
2026 Q1	$1.81M	Buy	38,457 +4,954	+15%	+$194K	0.07%	166
2025 Q4	$1.16M	Buy	33,503 +5,987	+22%	+$210K	0.04%	219
2025 Q3	$948K	Buy	27,516 +234	+0.9%	+$7.84K	0.03%	348
2025 Q2	$817K	Buy	27,282 +1,886	+7%	+$55.3K	0.07%	230
2025 Q1	$858K	Buy	25,396 +972	+4%	+$31.7K	0.16%	120
2024 Q4	$722K	Sell	24,424 -957	-4%	-$28.8K	0.13%	137
2024 Q3	$797K	Buy	25,381 +1,837	+8%	+$62.2K	0.14%	127
2024 Q2	$850K	Buy	23,544 +3,338	+17%	+$125K	0.17%	113
2024 Q1	$761K	Buy	20,206 +3,333	+20%	+$120K	0.15%	118
2023 Q4	$597K	Buy	+16,873	New	+$618K	0.27%	99

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

GC Wealth Management RIA sold out of BP (BP) in Q2 2026, closing a stake of 38,457 shares — an estimated $1.81M sold.

GC Wealth Management RIA first reported a position in BP in Q4 2023 and held it in 10 quarters. The position peaked at $1.81M in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

GC Wealth Management RIA reported no remaining BP position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 38,457 BP shares in Q2 2026, an estimated $1.81M.
GC Wealth Management RIA first reported a position in BP in Q4 2023 and held it in 10 quarters.
GC Wealth Management RIA's BP position peaked at $1.81M in Q1 2026.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

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