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Shelton Capital Management’s BGC Group BGC Stock Holding History

Shelton Capital 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 		– Sell
-14,599
Closed -$130K – 728
2025
Q4 		$130K Sell
14,599
-1,248
-8% -$11.2K ﹤0.01% 690
2025
Q3 		$150K Sell
15,847
-271
-2% -$2.71K ﹤0.01% 708
2025
Q2 		$165K Buy
16,118
+741
+5% +$6.8K ﹤0.01% 688
2025
Q1 		$141K Sell
15,377
-794
-5% -$7.44K ﹤0.01% 681
2024
Q4 		$147K Sell
16,171
-2,273
-12% -$21.9K ﹤0.01% 710
2024
Q3 		$169K Hold
18,444
– – ﹤0.01% 726
2024
Q2 		$153K Hold
18,444
– – ﹤0.01% 699
2024
Q1 		$143K Buy
+18,444
New +$137K ﹤0.01% 728

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

Shelton Capital Management's BGC Position: Q1 2026 in Review

Shelton Capital Management sold out of BGC Group (BGC) in Q1 2026, closing a stake of 14,599 shares — an estimated $130K sold.

Shelton Capital Management first reported a position in BGC in Q1 2024 and held it in 8 quarters. The position peaked at $169K in Q3 2024. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Shelton Capital Management reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 14,599 BGC Group shares in Q1 2026, an estimated $130K.
  • Shelton Capital Management first reported a position in BGC Group in Q1 2024 and held it in 8 quarters.
  • Shelton Capital Management's BGC Group position peaked at $169K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.