True Wealth Design’s BGC Group BGC Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-20	Closed	-$190	–	2586
2025 Q3	$190	Hold	20	–	–	﹤0.01%	2312
2025 Q2	$205	Buy	20 +16	+400%	+$147	﹤0.01%	2062
2025 Q1	$37	Buy	+4	New	+$37	﹤0.01%	2452

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's BGC Position: Q4 2025 in Review

True Wealth Design sold out of BGC Group (BGC) in Q4 2025, closing a stake of 20 shares — an estimated $190 sold.

True Wealth Design first reported a position in BGC in Q1 2025 and held it in 3 quarters. The position peaked at $205 in Q2 2025. 349 funds tracked by Wall St. Rank hold BGC as of Q4 2025.

True Wealth Design reported no remaining BGC Group position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 20 BGC Group shares in Q4 2025, an estimated $190.
True Wealth Design first reported a position in BGC Group in Q1 2025 and held it in 3 quarters.
True Wealth Design's BGC Group position peaked at $205 in Q2 2025.
349 funds tracked by Wall St. Rank held BGC Group as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.