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GC Wealth Management RIA’s Exelon EXC Stock Holding History

GC Wealth Management RIA’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,661
Closed -$203K – 520
2025
Q4 		$203K Sell
4,661
-16,700
-78% -$762K 0.01% 513
2025
Q3 		$961K Buy
21,361
+13,934
+188% +$612K 0.03% 339
2025
Q2 		$322K Buy
+7,427
New +$331K 0.03% 420

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Exelon (EXC) in Q1 2026, closing a stake of 4,661 shares — an estimated $203K sold.

GC Wealth Management RIA first reported a position in EXC in Q2 2025 and held it in 3 quarters. The position peaked at $961K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • GC Wealth Management RIA reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 4,661 Exelon shares in Q1 2026, an estimated $203K.
  • GC Wealth Management RIA first reported a position in Exelon in Q2 2025 and held it in 3 quarters.
  • GC Wealth Management RIA's Exelon position peaked at $961K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

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