GC Wealth Management RIA’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,307	Closed	-$206K	–	853
2025 Q3	$206K	Buy	+1,307	New	+$216K	0.01%	817

Other funds holding WEX

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

GC Wealth Management RIA sold out of WEX (WEX) in Q4 2025, closing a stake of 1,307 shares — an estimated $206K sold.

GC Wealth Management RIA first reported a position in WEX in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

GC Wealth Management RIA reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 1,307 WEX shares in Q4 2025, an estimated $206K.
GC Wealth Management RIA first reported a position in WEX in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's WEX position peaked at $206K in Q3 2025.
428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

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