Position in BX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$542,292
-$267,097 QoQ
Shares Held
4,716
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Gilliland Jeter Wealth Management LLC holds $4,223,173 across 7 Asset Management names. BX ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTO |
John Hancock Financial Opportunities Fund
|
37,387 | $1,341,071 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
26,258 | $707,127 | |
| 3 | ACV |
Virtus Diversified Income & Convertible Fund
|
25,149 | $611,120 | |
| 4 | BX |
Blackstone Inc.
This page
|
4,716 | $542,292 | |
| 5 | BLK |
BlackRock, Inc.
|
438 | $421,228 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
17,373 | $370,913 | |
| 7 | CGO |
Calamos Global Total Return Fund
|
20,576 | $229,422 |
All Filings in BX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,292 | 4,716 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $809,389 | 5,251 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $902,258 | 5,281 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $794,718 | 5,313 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $742,651 | 5,313 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,070,728 | 6,210 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $951,702 | 6,215 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $769,045 | 6,212 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $815,807 | 6,210 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $815,893 | 6,232 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||