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GC Wealth Management RIA’s Block Inc XYZ Stock Holding History

GC Wealth Management RIA’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$668K Sell
8,785
-36,127
-80% -$2.54M 0.04% 285
2026
Q1 		$2.7M Sell
44,912
-16,611
-27% -$1.01M 0.11% 131
2025
Q4 		$4M Sell
61,523
-16,457
-21% -$1.14M 0.15% 99
2025
Q3 		$5.64M Buy
77,980
+36,572
+88% +$2.74M 0.19% 95
2025
Q2 		$2.81M Buy
+41,408
New +$2.41M 0.23% 96

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

GC Wealth Management RIA reduced its Block Inc (XYZ) stake by 80% in Q2 2026, selling an estimated $2.54M and leaving 8,785 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #285.

GC Wealth Management RIA first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.64M in Q3 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • GC Wealth Management RIA held 8,785 shares of Block Inc worth $668K as of Q2 2026.
  • GC Wealth Management RIA sold 36,127 Block Inc shares in Q2 2026, an estimated $2.54M.
  • Block Inc made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #285 holding.
  • GC Wealth Management RIA first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • GC Wealth Management RIA's Block Inc position peaked at $5.64M in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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