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Retirement Wealth Solutions’s BGC Group BGC Stock Holding History

Retirement Wealth Solutions’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 		$4.23K Hold
396
– – ﹤0.01% 381
2026
Q1 		$3.87K Sell
396
-376
-49% -$3.48K ﹤0.01% 374
2025
Q4 		$6.89K Hold
772
– – ﹤0.01% 267
2025
Q3 		$7.3K Sell
772
-47
-6% -$471 ﹤0.01% 257
2025
Q2 		$8.38K Hold
819
– – 0.01% 252
2025
Q1 		$7.51K Hold
819
– – 0.01% 259
2024
Q4 		$7.76K Buy
+819
New +$7.89K 0.01% 254

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

Retirement Wealth Solutions's BGC Position: Q2 2026 in Review

Retirement Wealth Solutions held its BGC Group (BGC) position steady in Q2 2026 at 396 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Retirement Wealth Solutions first reported a position in BGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.38K in Q2 2025. 367 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Retirement Wealth Solutions held 396 shares of BGC Group worth $4.23K as of Q2 2026.
  • Retirement Wealth Solutions left its BGC Group share count unchanged in Q2 2026.
  • BGC Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #381 holding.
  • Retirement Wealth Solutions first reported a position in BGC Group in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's BGC Group position peaked at $8.38K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.