TWM
BGC icon

Tripletail Wealth Management’s BGC Group BGC Stock Holding History

Tripletail Wealth 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 		$114K Buy
11,465
+905
+9% +$8.38K 0.16% 106
2025
Q4 		$97.7K Hold
10,560
– – 0.12% 104
2025
Q3 		$97.5K Buy
+10,560
New +$106K 0.12% 117

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

Tripletail Wealth Management's BGC Position: Q1 2026 in Review

Tripletail Wealth Management increased its BGC Group (BGC) stake by 8.6% in Q1 2026, buying an estimated $8.38K and bringing the position to 11,465 shares worth $114K. The position accounts for 0.16% of the portfolio, ranked #106.

Tripletail Wealth Management first reported a position in BGC in Q3 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Tripletail Wealth Management held 11,465 shares of BGC Group worth $114K as of Q1 2026.
  • Tripletail Wealth Management bought 905 BGC Group shares in Q1 2026, an estimated $8.38K.
  • BGC Group made up 0.16% of Tripletail Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Tripletail Wealth Management first reported a position in BGC Group in Q3 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.