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Wealthedge Investment Advisors’s BGC Group BGC Stock Holding History

Wealthedge Investment Advisors’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
Q2 		– Sell
-26,664
Closed -$245K – 151
2025
Q1 		$245K Sell
26,664
-60
-0.2% -$562 0.11% 140
2024
Q4 		$242K Buy
+26,724
New +$257K 0.11% 137

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthedge Investment Advisors's BGC Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of BGC Group (BGC) in Q2 2025, closing a stake of 26,664 shares — an estimated $245K sold.

Wealthedge Investment Advisors first reported a position in BGC in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q1 2025. 344 funds tracked by Wall St. Rank hold BGC as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining BGC Group position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 26,664 BGC Group shares in Q2 2025, an estimated $245K.
  • Wealthedge Investment Advisors first reported a position in BGC Group in Q4 2024 and held it in 2 quarters.
  • Wealthedge Investment Advisors's BGC Group position peaked at $245K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held BGC Group as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.