GC Wealth Management RIA’s Pultegroup PHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Sell	2,074 -430	-17%	-$52.2K	0.02%	420
2026 Q1	$294K	Buy	2,504 +375	+18%	+$48K	0.01%	438
2025 Q4	$250K	Sell	2,129 -7,576	-78%	-$929K	0.01%	483
2025 Q3	$1.28M	Buy	+9,705	New	+$1.21M	0.04%	274

Other funds holding PHM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

GC Wealth Management RIA reduced its Pultegroup (PHM) stake by 17% in Q2 2026, selling an estimated $52.2K and leaving 2,074 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #420.

GC Wealth Management RIA first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

GC Wealth Management RIA held 2,074 shares of Pultegroup worth $285K as of Q2 2026.
GC Wealth Management RIA sold 430 Pultegroup shares in Q2 2026, an estimated $52.2K.
Pultegroup made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #420 holding.
GC Wealth Management RIA first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
GC Wealth Management RIA's Pultegroup position peaked at $1.28M in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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