PCG Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

PCG Wealth Advisors’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,012	Closed	-$531K	–	134
2024 Q4	$531K	Buy	12,012 +86	+0.7%	+$3.89K	0.2%	84
2024 Q3	$543K	Sell	11,926 -225	-2%	-$9.94K	0.21%	76
2024 Q2	$525K	Sell	12,151 -766	-6%	-$33K	0.23%	73
2024 Q1	$558K	Sell	12,917 -913	-7%	-$38.3K	0.27%	65
2023 Q4	$573K	Sell	13,830 -40	-0.3%	-$1.56K	0.32%	56
2023 Q3	$530K	Hold	13,870	–	–	0.35%	57
2023 Q2	$555K	Sell	13,870 -475	-3%	-$18.7K	0.34%	59
2023 Q1	$561K	Buy	+14,345	New	+$556K	0.35%	59

Other funds holding GAL

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCG Wealth Advisors's GAL Position: Q1 2025 in Review

PCG Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q1 2025, closing a stake of 12,012 shares — an estimated $531K sold.

PCG Wealth Advisors first reported a position in GAL in Q1 2023 and held it in 8 quarters. The position peaked at $573K in Q4 2023. 58 funds tracked by Wall St. Rank hold GAL as of Q1 2025.

PCG Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q1 2025 after selling out during the quarter.
PCG Wealth Advisors sold 12,012 State Street Global Allocation ETF shares in Q1 2025, an estimated $531K.
PCG Wealth Advisors first reported a position in State Street Global Allocation ETF in Q1 2023 and held it in 8 quarters.
PCG Wealth Advisors's State Street Global Allocation ETF position peaked at $573K in Q4 2023.
58 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2025.

Based on PCG Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.