GC Wealth Management RIA’s Cummins CMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$713K	Sell	1,000 -12	-1%	-$7.91K	0.04%	276
2026 Q1	$544K	Sell	1,012 -220	-18%	-$125K	0.02%	334
2025 Q4	$629K	Sell	1,232 -2,658	-68%	-$1.24M	0.02%	319
2025 Q3	$1.64M	Buy	3,890 +2,154	+124%	+$826K	0.05%	240
2025 Q2	$569K	Buy	+1,736	New	+$537K	0.05%	294

Other funds holding CMI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

GC Wealth Management RIA reduced its Cummins (CMI) stake by 1.2% in Q2 2026, selling an estimated $7.91K and leaving 1,000 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #276.

GC Wealth Management RIA first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

GC Wealth Management RIA held 1,000 shares of Cummins worth $713K as of Q2 2026.
GC Wealth Management RIA sold 12 Cummins shares in Q2 2026, an estimated $7.91K.
Cummins made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #276 holding.
GC Wealth Management RIA first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Cummins position peaked at $1.64M in Q3 2025.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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