GC Wealth Management RIA’s HEICO Corp HEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,324	Closed	-$750K	–	663
2025 Q3	$750K	Buy	+2,324	New	+$740K	0.02%	424

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

GC Wealth Management RIA sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 2,324 shares — an estimated $750K sold.

GC Wealth Management RIA first reported a position in HEI in Q3 2025 and held it in 1 quarter. The position peaked at $750K in Q3 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

GC Wealth Management RIA reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 2,324 HEICO Corp shares in Q4 2025, an estimated $750K.
GC Wealth Management RIA first reported a position in HEICO Corp in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's HEICO Corp position peaked at $750K in Q3 2025.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

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