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WealthTrak Capital Management’s BGC Group BGC Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-30
Closed -$307 – 174
2025
Q2 		$307 Hold
30
– – ﹤0.01% 761
2025
Q1 		$276 Hold
30
– – ﹤0.01% 789
2024
Q4 		$272 Buy
+30
New +$289 ﹤0.01% 740

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthTrak Capital Management's BGC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of BGC Group (BGC) in Q3 2025, closing a stake of 30 shares — an estimated $307 sold.

WealthTrak Capital Management first reported a position in BGC in Q4 2024 and held it in 3 quarters. The position peaked at $307 in Q2 2025. 365 funds tracked by Wall St. Rank hold BGC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining BGC Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 BGC Group shares in Q3 2025, an estimated $307.
  • WealthTrak Capital Management first reported a position in BGC Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's BGC Group position peaked at $307 in Q2 2025.
  • 365 funds tracked by Wall St. Rank held BGC Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.