GWMR
UI icon

GC Wealth Management RIA’s Ubiquiti UI Stock Holding History

GC Wealth Management RIA’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,250
Closed -$988K – 540
2026
Q1 		$988K Hold
1,250
– – 0.04% 241
2025
Q4 		$692K Sell
1,250
-109
-8% -$69K 0.03% 296
2025
Q3 		$898K Buy
1,359
+109
+9% +$54.4K 0.03% 368
2025
Q2 		$515K Sell
1,250
-264
-17% -$96.1K 0.04% 321
2025
Q1 		$470K Buy
1,514
+14
+0.9% +$4.95K 0.09% 189
2024
Q4 		$498K Sell
1,500
-500
-25% -$151K 0.09% 173
2024
Q3 		$443K Sell
2,000
-975
-33% -$178K 0.08% 205
2024
Q2 		$433K Sell
2,975
-100
-3% -$12.8K 0.09% 189
2024
Q1 		$356K Buy
+3,075
New +$377K 0.07% 197

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 1,250 shares — an estimated $988K sold.

GC Wealth Management RIA first reported a position in UI in Q1 2024 and held it in 9 quarters. The position peaked at $988K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 1,250 Ubiquiti shares in Q2 2026, an estimated $988K.
  • GC Wealth Management RIA first reported a position in Ubiquiti in Q1 2024 and held it in 9 quarters.
  • GC Wealth Management RIA's Ubiquiti position peaked at $988K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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