GC Wealth Management RIA’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Sell
637
-429
-40% -$159K 0.01% 446
2026
Q1
$312K Sell
1,066
-38
-3% -$12.5K 0.01% 429
2025
Q4
$387K Sell
1,104
-1,860
-63% -$629K 0.01% 408
2025
Q3
$958K Buy
2,964
+329
+12% +$102K 0.03% 342
2025
Q2
$1.02M Buy
2,635
+2,007
+320% +$807K 0.08% 198
2025
Q1
$273K Buy
628
+43
+7% +$17.3K 0.05% 260
2024
Q4
$216K Sell
585
-43
-7% -$18K 0.04% 273
2024
Q3
$327K Buy
628
+53
+9% +$28.3K 0.06% 240
2024
Q2
$312K Buy
575
+13
+2% +$6.87K 0.06% 225
2024
Q1
$291K Buy
+562
New +$279K 0.06% 227

Other funds holding ELV

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

GC Wealth Management RIA reduced its Elevance Health (ELV) stake by 40% in Q2 2026, selling an estimated $159K and leaving 637 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #446.

GC Wealth Management RIA first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • GC Wealth Management RIA held 637 shares of Elevance Health worth $246K as of Q2 2026.
  • GC Wealth Management RIA sold 429 Elevance Health shares in Q2 2026, an estimated $159K.
  • Elevance Health made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #446 holding.
  • GC Wealth Management RIA first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • GC Wealth Management RIA's Elevance Health position peaked at $1.02M in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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