GC Wealth Management RIA’s Okta OKTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,682	Closed	-$613K	–	756
2025 Q3	$613K	Buy	+6,682	New	+$624K	0.02%	495

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Okta (OKTA) in Q4 2025, closing a stake of 6,682 shares — an estimated $613K sold.

GC Wealth Management RIA first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $613K in Q3 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

GC Wealth Management RIA reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 6,682 Okta shares in Q4 2025, an estimated $613K.
GC Wealth Management RIA first reported a position in Okta in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's Okta position peaked at $613K in Q3 2025.
739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

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