Global Wealth Strategies & Associates’s Barings Corporate Investors MCI Stock Holding History

Global Wealth Strategies & Associates’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.61M	Sell	260,773 -38,976	-13%	-$693K	0.84%	19
2026 Q2	$5.26M	Buy	299,749 +12,926	+5%	+$227K	1%	19
2026 Q1	$4.94M	Buy	286,823 +40,712	+17%	+$810K	1.22%	14
2025 Q4	$4.47M	Buy	246,111 +15,489	+7%	+$315K	1.11%	12
2025 Q3	$4.79M	Buy	230,622 +4,551	+2%	+$96.5K	1.23%	12
2025 Q2	$4.9M	Buy	226,071 +7,312	+3%	+$150K	1.4%	12
2025 Q1	$5.13M	Buy	+218,759	New	+$4.6M	1.55%	13

Global Wealth Strategies & Associates's MCI Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its Barings Corporate Investors (MCI) stake by 13% in Q3 2026, selling an estimated $693K and leaving 260,773 shares worth $4.61M. The position accounts for 0.84% of the portfolio, ranked #19.

Global Wealth Strategies & Associates first reported a position in MCI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.26M in Q2 2026. 1 fund tracked by Wall St. Rank holds MCI as of Q3 2026.

Global Wealth Strategies & Associates held 260,773 shares of Barings Corporate Investors worth $4.61M as of Q3 2026.
Global Wealth Strategies & Associates sold 38,976 Barings Corporate Investors shares in Q3 2026, an estimated $693K.
Barings Corporate Investors made up 0.84% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #19 holding.
Global Wealth Strategies & Associates first reported a position in Barings Corporate Investors in Q1 2025 and has held it in 7 quarters since.
Global Wealth Strategies & Associates's Barings Corporate Investors position peaked at $5.26M in Q2 2026.
1 fund tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.