Integrated Wealth Concepts’s Gerdau GGB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$550K Buy
136,038
+15,356
+13% +$68.2K ﹤0.01% 1600
2026
Q1
$436K Buy
120,682
+16,267
+16% +$64K ﹤0.01% 1624
2025
Q4
$385K Buy
104,415
+10,384
+11% +$36.3K ﹤0.01% 1211
2025
Q3
$292K Buy
94,031
+2,385
+3% +$7.22K ﹤0.01% 1649
2025
Q2
$268K Buy
+91,646
New +$251K ﹤0.01% 1613

Other funds holding GGB

Integrated Wealth Concepts's GGB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Gerdau (GGB) stake by 13% in Q2 2026, buying an estimated $68.2K and bringing the position to 136,038 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Integrated Wealth Concepts first reported a position in GGB in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold GGB as of Q2 2026.

  • Integrated Wealth Concepts held 136,038 shares of Gerdau worth $550K as of Q2 2026.
  • Integrated Wealth Concepts bought 15,356 Gerdau shares in Q2 2026, an estimated $68.2K.
  • Gerdau made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1600 holding.
  • Integrated Wealth Concepts first reported a position in Gerdau in Q2 2025 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held Gerdau as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.