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 Q3	$4.57K	Hold	396	–	–	﹤0.01%	398
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

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $184M AUM 0.91% 1-Year Est. Return

Retirement Wealth Solutions's BGC Position: Q3 2026 in Review

Retirement Wealth Solutions held its BGC Group (BGC) position steady in Q3 2026 at 396 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Retirement Wealth Solutions first reported a position in BGC in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.38K in Q2 2025. 72 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

Retirement Wealth Solutions held 396 shares of BGC Group worth $4.57K as of Q3 2026.
Retirement Wealth Solutions left its BGC Group share count unchanged in Q3 2026.
BGC Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #398 holding.
Retirement Wealth Solutions first reported a position in BGC Group in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's BGC Group position peaked at $8.38K in Q2 2025.
72 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.