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Significant Wealth Partners’s Great Elm Capital Corp GECC Stock Holding History

Significant Wealth Partners’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.4K Buy
16,771
+298
+2% +$1.69K 0.1% 109
2026
Q1 		$82.5K Buy
+16,473
New +$103K 0.1% 106

Other funds holding GECC

NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Significant Wealth Partners's GECC Position: Q2 2026 in Review

Significant Wealth Partners increased its Great Elm Capital Corp (GECC) stake by 1.8% in Q2 2026, buying an estimated $1.69K and bringing the position to 16,771 shares worth $91.4K. The position accounts for 0.1% of the portfolio, ranked #109.

Significant Wealth Partners first reported a position in GECC in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold GECC as of Q2 2026.

  • Significant Wealth Partners held 16,771 shares of Great Elm Capital Corp worth $91.4K as of Q2 2026.
  • Significant Wealth Partners bought 298 Great Elm Capital Corp shares in Q2 2026, an estimated $1.69K.
  • Great Elm Capital Corp made up 0.1% of Significant Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Significant Wealth Partners first reported a position in Great Elm Capital Corp in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.