GC Wealth Management RIA’s Wendy's WEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,060	Closed	-$257K	–	852
2025 Q3	$257K	Buy	+28,060	New	+$288K	0.01%	757

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GC Wealth Management RIA sold out of Wendy's (WEN) in Q4 2025, closing a stake of 28,060 shares — an estimated $257K sold.

GC Wealth Management RIA first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

GC Wealth Management RIA reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 28,060 Wendy's shares in Q4 2025, an estimated $257K.
GC Wealth Management RIA first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's Wendy's position peaked at $257K in Q3 2025.
429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

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