GWMR
BP icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return