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GC Wealth Management RIA’s Hawaiian Electric Industries HE Stock Holding History

GC Wealth Management RIA’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,609
Closed -$216K – 662
2025
Q3 		$216K Buy
+19,609
New +$223K 0.01% 801

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 19,609 shares — an estimated $216K sold.

GC Wealth Management RIA first reported a position in HE in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 19,609 Hawaiian Electric Industries shares in Q4 2025, an estimated $216K.
  • GC Wealth Management RIA first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's Hawaiian Electric Industries position peaked at $216K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

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