Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$658,389
+$117,476 QoQ
Shares Held
8,976
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#782
of 1,623 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $4,151,027 across 2 Building Products & Equipment names. CARR ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,111 | $3,492,638 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
8,976 | $658,389 |
All Filings in CARR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,389 | 8,976 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $540,913 | 9,606 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $697,751 | 13,205 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,135,971 | 19,028 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $983,673 | 13,440 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $498,387 | 7,861 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $524,987 | 7,691 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $706,943 | 8,783 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $554,851 | 8,796 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $547,817 | 9,424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $577,372 | 10,050 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||