GWMR
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GC Wealth Management RIA’s Gartner IT Stock Holding History

GC Wealth Management RIA’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,789
Closed -$470K – 685
2025
Q3 		$470K Buy
1,789
+981
+121% +$286K 0.02% 582
2025
Q2 		$327K Buy
+808
New +$338K 0.03% 415

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Gartner (IT) in Q4 2025, closing a stake of 1,789 shares — an estimated $470K sold.

GC Wealth Management RIA first reported a position in IT in Q2 2025 and held it in 2 quarters. The position peaked at $470K in Q3 2025. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 1,789 Gartner shares in Q4 2025, an estimated $470K.
  • GC Wealth Management RIA first reported a position in Gartner in Q2 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Gartner position peaked at $470K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

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