GC Wealth Management RIA’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.36M Sell
16,064
-2,524
-14% -$367K 0.14% 135
2026
Q1
$2.68M Sell
18,588
-437
-2% -$66.3K 0.11% 132
2025
Q4
$2.73M Sell
19,025
-25,944
-58% -$3.83M 0.1% 138
2025
Q3
$6.91M Buy
44,969
+20,619
+85% +$3.22M 0.23% 75
2025
Q2
$3.88M Buy
24,350
+15,829
+186% +$2.58M 0.32% 64
2025
Q1
$1.45M Buy
8,521
+394
+5% +$66K 0.27% 86
2024
Q4
$1.36M Sell
8,127
-2,537
-24% -$432K 0.24% 85
2024
Q3
$1.85M Buy
10,664
+2,666
+33% +$453K 0.32% 69
2024
Q2
$1.32M Sell
7,998
-277
-3% -$45.3K 0.26% 80
2024
Q1
$1.34M Buy
8,275
+3,623
+78% +$568K 0.27% 75
2023
Q4
$682K Buy
+4,652
New +$689K 0.31% 87

Other funds holding PG

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

GC Wealth Management RIA reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $367K and leaving 16,064 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #135.

GC Wealth Management RIA first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.91M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • GC Wealth Management RIA held 16,064 shares of Procter & Gamble worth $2.36M as of Q2 2026.
  • GC Wealth Management RIA sold 2,524 Procter & Gamble shares in Q2 2026, an estimated $367K.
  • Procter & Gamble made up 0.14% of GC Wealth Management RIA's portfolio in Q2 2026, its #135 holding.
  • GC Wealth Management RIA first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's Procter & Gamble position peaked at $6.91M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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