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GC Wealth Management RIA’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

GC Wealth Management RIA’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-90,597
Closed -$2.11M – 510
2025
Q4 		$2.11M Hold
90,597
– – 0.08% 160
2025
Q3 		$2.05M Buy
+90,597
New +$1.99M 0.07% 208

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

GC Wealth Management RIA's BSVO Position: Q1 2026 in Review

GC Wealth Management RIA sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2026, closing a stake of 90,597 shares — an estimated $2.11M sold.

GC Wealth Management RIA first reported a position in BSVO in Q3 2025 and held it in 2 quarters. The position peaked at $2.11M in Q4 2025. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • GC Wealth Management RIA reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 90,597 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $2.11M.
  • GC Wealth Management RIA first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's EA Bridgeway Omni Small-Cap Value ETF position peaked at $2.11M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.