GC Wealth Management RIA’s Boston Beer SAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,864	Closed	-$394K	–	791
2025 Q3	$394K	Buy	+1,864	New	+$397K	0.01%	628

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 1,864 shares — an estimated $394K sold.

GC Wealth Management RIA first reported a position in SAM in Q3 2025 and held it in 1 quarter. The position peaked at $394K in Q3 2025. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

GC Wealth Management RIA reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 1,864 Boston Beer shares in Q4 2025, an estimated $394K.
GC Wealth Management RIA first reported a position in Boston Beer in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's Boston Beer position peaked at $394K in Q3 2025.
347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

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