GC Wealth Management RIA’s Prudential PUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$876K	Sell	32,683 -106	-0.3%	-$3.1K	0.05%	247
2026 Q1	$932K	Buy	32,789 +4,489	+16%	+$138K	0.04%	250
2025 Q4	$881K	Buy	28,300 +1,682	+6%	+$48.2K	0.03%	249
2025 Q3	$745K	Buy	26,618 +4,512	+20%	+$118K	0.02%	425
2025 Q2	$553K	Sell	22,106 -9,624	-30%	-$215K	0.05%	299
2025 Q1	$682K	Buy	31,730 +953	+3%	+$17.1K	0.13%	146
2024 Q4	$491K	Sell	30,777 -5,855	-16%	-$98.1K	0.09%	177
2024 Q3	$679K	Buy	36,632 +3,870	+12%	+$67.6K	0.12%	152
2024 Q2	$600K	Buy	32,762 +8,315	+34%	+$157K	0.12%	141
2024 Q1	$471K	Buy	24,447 +6,471	+36%	+$134K	0.09%	173
2023 Q4	$404K	Buy	+17,976	New	+$394K	0.18%	129

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

GC Wealth Management RIA reduced its Prudential (PUK) stake by 0.32% in Q2 2026, selling an estimated $3.1K and leaving 32,683 shares worth $876K. The position accounts for 0.05% of the portfolio, ranked #247.

GC Wealth Management RIA first reported a position in PUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $932K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

GC Wealth Management RIA held 32,683 shares of Prudential worth $876K as of Q2 2026.
GC Wealth Management RIA sold 106 Prudential shares in Q2 2026, an estimated $3.1K.
Prudential made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #247 holding.
GC Wealth Management RIA first reported a position in Prudential in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Prudential position peaked at $932K in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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