GC Wealth Management RIA’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	8,255 -3,791	-31%	-$494K	0.07%	207
2026 Q1	$1.37M	Buy	12,046 +656	+6%	+$74.7K	0.06%	197
2025 Q4	$1.33M	Sell	11,390 -24,077	-68%	-$2.5M	0.05%	202
2025 Q3	$3.6M	Buy	35,467 +13,425	+61%	+$1.27M	0.12%	136
2025 Q2	$1.88M	Buy	22,042 +12,782	+138%	+$924K	0.15%	142
2025 Q1	$657K	Buy	9,260 +227	+3%	+$17.3K	0.12%	152
2024 Q4	$636K	Buy	9,033 +264	+3%	+$17.8K	0.11%	152
2024 Q3	$549K	Buy	8,769 +1,103	+14%	+$68.2K	0.1%	182
2024 Q2	$486K	Sell	7,666 -139	-2%	-$8.57K	0.1%	172
2024 Q1	$494K	Buy	+7,805	New	+$434K	0.1%	170

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

GC Wealth Management RIA reduced its Citigroup (C) stake by 31% in Q2 2026, selling an estimated $494K and leaving 8,255 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #207.

GC Wealth Management RIA first reported a position in C in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q3 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

GC Wealth Management RIA held 8,255 shares of Citigroup worth $1.16M as of Q2 2026.
GC Wealth Management RIA sold 3,791 Citigroup shares in Q2 2026, an estimated $494K.
Citigroup made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #207 holding.
GC Wealth Management RIA first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's Citigroup position peaked at $3.6M in Q3 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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