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GC Wealth Management RIA’s Prudential Financial PRU Stock Holding History

GC Wealth Management RIA’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,848
Closed -$503K – 776
2025
Q3 		$503K Buy
4,848
+2,779
+134% +$293K 0.02% 555
2025
Q2 		$222K Buy
+2,069
New +$214K 0.02% 500

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 4,848 shares — an estimated $503K sold.

GC Wealth Management RIA first reported a position in PRU in Q2 2025 and held it in 2 quarters. The position peaked at $503K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 4,848 Prudential Financial shares in Q4 2025, an estimated $503K.
  • GC Wealth Management RIA first reported a position in Prudential Financial in Q2 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Prudential Financial position peaked at $503K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

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