JWM
BGC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JPL Wealth Management's BGC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in BGC Group (BGC) in Q1 2026: 340 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BGC as recently as Q3 2025.

JPL Wealth Management first reported a position in BGC in Q3 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • JPL Wealth Management held 340 shares of BGC Group worth $3.33K as of Q1 2026.
  • BGC Group was a new JPL Wealth Management position in Q1 2026.
  • BGC Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #804 holding.
  • JPL Wealth Management first reported a position in BGC Group in Q3 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.