Gradient Investments’s BGC Group BGC Stock Holding History

Gradient Investments’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 Q2	$115K	Buy	+10,765	New	+$120K	﹤0.01%	448
2023 Q1	–	Sell	-275	Closed	-$1.04K	–	1521
2022 Q4	$1.04K	Hold	275	–	–	﹤0.01%	1190
2022 Q3	$1K	Hold	275	–	–	﹤0.01%	1202
2022 Q2	$1K	Hold	275	–	–	﹤0.01%	1108
2022 Q1	$1K	Hold	275	–	–	﹤0.01%	1082
2021 Q4	$1K	Hold	275	–	–	﹤0.01%	1118
2021 Q3	$1K	Hold	275	–	–	﹤0.01%	1053
2021 Q2	$2K	Hold	275	–	–	﹤0.01%	983
2021 Q1	$1K	Hold	275	–	–	﹤0.01%	1055
2020 Q4	$1K	Hold	275	–	–	﹤0.01%	1016
2020 Q3	$1K	Buy	+275	New	+$718	﹤0.01%	1021
2016 Q2	–	Sell	-4,665	Closed	-$27K	–	712
2016 Q1	$27K	Buy	+4,665	New	+$26.8K	﹤0.01%	313

Other funds holding BGC

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Shelter Rock Management Jericho, New York $103M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return