GC Wealth Management RIA’s Welltower WELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.24M	Buy
2025 Q1	$3.81M	Buy
2024 Q4	$2.9M	Buy
2024 Q3	$1.97M	Buy
2024 Q2	$995K	Buy
2024 Q1	$304K	Buy
2023 Q4	$289K	Buy