GWMR
RGEF

GC Wealth Management RIA’s Rockefeller Global Equity ETF RGEF Stock Holding History

GC Wealth Management RIA’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-406,769
Closed -$12.2M – 550
2026
Q1 		$12.2M Hold
406,769
– – 0.51% 25
2025
Q4 		$12.5M Buy
406,769
+46,556
+13% +$1.4M 0.46% 27
2025
Q3 		$10.6M Buy
+360,213
New +$10.3M 0.35% 40

Other funds holding RGEF

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Rockefeller Global Equity ETF (RGEF) in Q2 2026, closing a stake of 406,769 shares — an estimated $12.2M sold.

GC Wealth Management RIA first reported a position in RGEF in Q3 2025 and held it in 3 quarters. The position peaked at $12.5M in Q4 2025. 11 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Rockefeller Global Equity ETF position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 406,769 Rockefeller Global Equity ETF shares in Q2 2026, an estimated $12.2M.
  • GC Wealth Management RIA first reported a position in Rockefeller Global Equity ETF in Q3 2025 and held it in 3 quarters.
  • GC Wealth Management RIA's Rockefeller Global Equity ETF position peaked at $12.5M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

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