VT
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Vise Technologies’s BGC Group BGC Stock Holding History

Vise Technologies’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 		$591K Hold
66,192
– – 0.01% 795
2025
Q4 		$591K Sell
66,192
-10,846
-14% -$97.7K 0.01% 800
2025
Q3 		$729K Sell
77,038
-3,581
-4% -$35.9K 0.03% 518
2025
Q2 		$825K Buy
+80,619
New +$740K 0.03% 480
2024
Q4 		$762K Sell
84,155
-3,950
-4% -$38K 0.06% 317
2024
Q3 		$809K Buy
88,105
+17,820
+25% +$167K 0.1% 192
2024
Q2 		$583K Buy
70,285
+18,908
+37% +$156K 0.1% 206
2024
Q1 		$399K Sell
51,377
-4,720
-8% -$35K 0.08% 241
2023
Q4 		$405K Buy
56,097
+40,402
+257% +$250K 0.09% 217
2023
Q3 		$82.9K Buy
+15,695
New +$78.1K 0.02% 330
2023
Q2 		– Sell
-31,040
Closed -$162K – 346
2023
Q1 		$162K Buy
+31,040
New +$142K 0.04% 327

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