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Global Wealth Management Investment Advisory’s Citigroup C Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Sell
1,684
-110
-6% -$14.3K 0.03% 153
2026
Q1 		$203K Sell
1,794
-4
-0.2% -$456 0.03% 157
2025
Q4 		$210K Buy
+1,798
New +$187K 0.03% 147
2024
Q1 		– Sell
-1,167
Closed -$60K – 183
2023
Q4 		$60K Sell
1,167
-49,822
-98% -$2.21M 0.02% 186
2023
Q3 		$2.1M Buy
50,989
+431
+0.9% +$18.9K 0.59% 60
2023
Q2 		$2.33M Buy
50,558
+119
+0.2% +$5.57K 0.64% 56
2023
Q1 		$2.37M Sell
50,439
-20,631
-29% -$1.01M 0.71% 53
2022
Q4 		$3.21M Buy
71,070
+2,689
+4% +$122K 1.05% 35
2022
Q3 		$2.85M Buy
68,381
+886
+1% +$43.8K 1.02% 36
2022
Q2 		$3.1M Buy
67,495
+15,102
+29% +$755K 1.05% 35
2022
Q1 		$2.8M Buy
52,393
+2,409
+5% +$149K 0.83% 46
2021
Q4 		$3.02M Buy
49,984
+2,262
+5% +$150K 0.91% 39
2021
Q3 		$3.35M Buy
47,722
+2,512
+6% +$176K 1.06% 30
2021
Q2 		$3.2M Buy
45,210
+1,266
+3% +$93.7K 1.06% 29
2021
Q1 		$3.2M Buy
43,944
+1,239
+3% +$82.7K 1.15% 29
2020
Q4 		$2.63M Buy
42,705
+1,321
+3% +$67.2K 1.02% 31
2020
Q3 		$1.78M Sell
41,384
-555
-1% -$27.6K 0.77% 46
2020
Q2 		$2.14M Buy
41,939
+1,277
+3% +$60.6K 0.92% 36
2020
Q1 		$1.71M Buy
40,662
+13,081
+47% +$878K 0.86% 42
2019
Q4 		$2.2M Sell
27,581
-549
-2% -$40.6K 0.93% 33
2019
Q3 		$1.94M Buy
28,130
+1,040
+4% +$70.7K 0.89% 43
2019
Q2 		$1.9M Buy
27,090
+2,750
+11% +$184K 0.92% 35
2019
Q1 		$1.51M Buy
24,340
+7,783
+47% +$483K 0.79% 47
2018
Q4 		$862K Buy
+16,557
New +$1.05M 0.5% 67

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's C Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Citigroup (C) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 1,684 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #153.

Global Wealth Management Investment Advisory first reported a position in C in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.35M in Q3 2021. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Global Wealth Management Investment Advisory held 1,684 shares of Citigroup worth $236K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 110 Citigroup shares in Q2 2026, an estimated $14.3K.
  • Citigroup made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #153 holding.
  • Global Wealth Management Investment Advisory first reported a position in Citigroup in Q4 2018 and has held it in 24 quarters since.
  • Global Wealth Management Investment Advisory's Citigroup position peaked at $3.35M in Q3 2021.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.