GWMI
RPC

Guardian Wealth Management (Illinois)’s Ridgepost Capital RPC Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
380,685
+11,724
+3% +$93.3K 1.47% 27
2026
Q1 		$2.68M Buy
368,961
+169,973
+85% +$1.54M 1.46% 27
2025
Q4 		$1.95M Sell
198,988
-156,663
-44% -$1.59M 1.15% 31
2025
Q3 		$3.87M Buy
355,651
+114,856
+48% +$1.37M 2.29% 15
2025
Q2 		$2.46M Buy
240,795
+96,593
+67% +$1.03M 1.64% 25
2025
Q1 		$1.69M Buy
144,202
+8,180
+6% +$104K 1.13% 36
2024
Q4 		$1.72M Buy
136,022
+375
+0.3% +$4.58K 1.17% 31
2024
Q3 		$1.45M Buy
135,647
+210
+0.2% +$2.06K 1.02% 34
2024
Q2 		$1.15M Sell
135,437
-400
-0.3% -$3.19K 0.88% 37
2024
Q1 		$1.14M Buy
135,837
+10,518
+8% +$92.2K 0.88% 38
2023
Q4 		$1.28M Sell
125,319
-15,857
-11% -$157K 1.08% 37
2023
Q3 		$1.64M Sell
141,176
-5,403
-4% -$63.2K 1.54% 28
2023
Q2 		$1.66M Buy
146,579
+45,102
+44% +$479K 1.51% 28
2023
Q1 		$1.03M Buy
101,477
+11,743
+13% +$126K 0.99% 42
2022
Q4 		$957K Sell
89,734
-32,460
-27% -$336K 0.94% 43
2022
Q3 		$1.28M Buy
122,194
+3,207
+3% +$38.3K 1.45% 28
2022
Q2 		$1.32M Buy
118,987
+16,190
+16% +$186K 1.42% 29
2022
Q1 		$1.25M Buy
+102,797
New +$1.28M 1.24% 35

Other funds holding RPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RPC Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Ridgepost Capital (RPC) stake by 3.2% in Q2 2026, buying an estimated $93.3K and bringing the position to 380,685 shares worth $3M. The position accounts for 1.47% of the portfolio, ranked #27.

Guardian Wealth Management (Illinois) first reported a position in RPC in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.87M in Q3 2025. 97 funds tracked by Wall St. Rank hold RPC as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 380,685 shares of Ridgepost Capital worth $3M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 11,724 Ridgepost Capital shares in Q2 2026, an estimated $93.3K.
  • Ridgepost Capital made up 1.47% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #27 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Ridgepost Capital in Q1 2022 and has held it in 18 quarters since.
  • Guardian Wealth Management (Illinois)'s Ridgepost Capital position peaked at $3.87M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.