GWMR
NDAQ icon

GC Wealth Management RIA’s Nasdaq NDAQ Stock Holding History

GC Wealth Management RIA’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Buy
3,912
+10
+0.3% +$877 0.02% 409
2026
Q1 		$331K Sell
3,902
-2,413
-38% -$216K 0.01% 418
2025
Q4 		$613K Sell
6,315
-3,386
-35% -$304K 0.02% 325
2025
Q3 		$858K Buy
9,701
+1,111
+13% +$103K 0.03% 382
2025
Q2 		$768K Buy
+8,590
New +$686K 0.06% 243

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

GC Wealth Management RIA increased its Nasdaq (NDAQ) stake by 0.26% in Q2 2026, buying an estimated $877 and bringing the position to 3,912 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #409.

GC Wealth Management RIA first reported a position in NDAQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $858K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • GC Wealth Management RIA held 3,912 shares of Nasdaq worth $308K as of Q2 2026.
  • GC Wealth Management RIA bought 10 Nasdaq shares in Q2 2026, an estimated $877.
  • Nasdaq made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #409 holding.
  • GC Wealth Management RIA first reported a position in Nasdaq in Q2 2025 and has held it in 5 quarters since.
  • GC Wealth Management RIA's Nasdaq position peaked at $858K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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