GWM
BGC icon

Gilpin Wealth Management’s BGC Group BGC Stock Holding History

Gilpin Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$957 Hold
83
– – ﹤0.01% 699
2026
Q2 		$888 Hold
83
– – ﹤0.01% 528
2026
Q1 		$812 Buy
83
+51
+159% +$472 ﹤0.01% 512
2025
Q4 		$286 Buy
+32
New +$288 ﹤0.01% 559

Other funds holding BGC

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's BGC Position: Q3 2026 in Review

Gilpin Wealth Management held its BGC Group (BGC) position steady in Q3 2026 at 83 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Gilpin Wealth Management first reported a position in BGC in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Gilpin Wealth Management held 83 shares of BGC Group worth $957 as of Q3 2026.
  • Gilpin Wealth Management left its BGC Group share count unchanged in Q3 2026.
  • BGC Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #699 holding.
  • Gilpin Wealth Management first reported a position in BGC Group in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.