GWMR
DCI icon

GC Wealth Management RIA’s Donaldson DCI Stock Holding History

GC Wealth Management RIA’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,812
Closed -$312K – 591
2025
Q3 		$312K Buy
+3,812
New +$287K 0.01% 695

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

GC Wealth Management RIA's DCI Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Donaldson (DCI) in Q4 2025, closing a stake of 3,812 shares — an estimated $312K sold.

GC Wealth Management RIA first reported a position in DCI in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 621 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 3,812 Donaldson shares in Q4 2025, an estimated $312K.
  • GC Wealth Management RIA first reported a position in Donaldson in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's Donaldson position peaked at $312K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.