JWM
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JPL Wealth Management’s BGC Group BGC Stock Holding History

JPL Wealth Management’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 		$3.63K Hold
340
– – ﹤0.01% 863
2026
Q1 		$3.33K Buy
+340
New +$3.15K ﹤0.01% 804
2025
Q4 		– Sell
-340
Closed -$3.22K – 228
2025
Q3 		$3.22K Buy
+340
New +$3.4K ﹤0.01% 753

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JPL Wealth Management's BGC Position: Q2 2026 in Review

JPL Wealth Management held its BGC Group (BGC) position steady in Q2 2026 at 340 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

JPL Wealth Management first reported a position in BGC in Q3 2025 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • JPL Wealth Management held 340 shares of BGC Group worth $3.63K as of Q2 2026.
  • JPL Wealth Management left its BGC Group share count unchanged in Q2 2026.
  • BGC Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #863 holding.
  • JPL Wealth Management first reported a position in BGC Group in Q3 2025 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.