GC Wealth Management RIA’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$297K Sell
5,953
-114
-2% -$5.61K 0.02% 417
2026
Q1
$279K Sell
6,067
-1,786
-23% -$88.3K 0.01% 447
2025
Q4
$386K Sell
7,853
-17,502
-69% -$806K 0.01% 409
2025
Q3
$1.16M Buy
25,355
+11,947
+89% +$539K 0.04% 288
2025
Q2
$576K Buy
+13,408
New +$525K 0.05% 292

Other funds holding TFC

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

GC Wealth Management RIA reduced its Truist Financial (TFC) stake by 1.9% in Q2 2026, selling an estimated $5.61K and leaving 5,953 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #417.

GC Wealth Management RIA first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • GC Wealth Management RIA held 5,953 shares of Truist Financial worth $297K as of Q2 2026.
  • GC Wealth Management RIA sold 114 Truist Financial shares in Q2 2026, an estimated $5.61K.
  • Truist Financial made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #417 holding.
  • GC Wealth Management RIA first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • GC Wealth Management RIA's Truist Financial position peaked at $1.16M in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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