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 Q3	–	Sell	-10,765	Closed	-$115K	–	463
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 $489M AUM 37.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Gradient Investments's BGC Position: Q3 2026 in Review

Gradient Investments sold out of BGC Group (BGC) in Q3 2026, closing a stake of 10,765 shares — an estimated $115K sold.

Gradient Investments first reported a position in BGC in Q1 2016 and held it in 12 quarters. The position peaked at $115K in Q2 2026. 55 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

Gradient Investments reported no remaining BGC Group position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 10,765 BGC Group shares in Q3 2026, an estimated $115K.
Gradient Investments first reported a position in BGC Group in Q1 2016 and held it in 12 quarters.
Gradient Investments's BGC Group position peaked at $115K in Q2 2026.
55 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.