Position in ARES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$442,345
+$23,947 QoQ
Shares Held
3,974
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#501
of 804 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $10,131,639 across 10 Asset Management names. ARES ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,281 | $3,154,878 | |
| 2 | KKR |
KKR & Co. Inc.
|
32,011 | $2,937,969 | |
| 3 | BX |
Blackstone Inc.
|
7,342 | $863,933 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,859 | $811,488 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,481 | $679,423 | |
| 6 | NAN |
Nuveen New York Quality Municipal Income Fund
|
49,552 | $581,244 | |
| 7 | ARES |
Ares Management Corp
This page
|
3,974 | $442,345 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
19,116 | $328,221 |
All Filings in ARES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,345 | 3,974 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $418,398 | 3,835 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $622,113 | 3,849 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $256,943 | 1,607 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||