Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$275,680
-$37,751 QoQ
Shares Held
1,000
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,212
of 1,682 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $8,082,910 across 4 Healthcare Plans names. CI ranks #3 (3.4% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,680 | 1,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $313,431 | 1,175 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,422 | 1,186 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,110,626 | 3,853 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $680,994 | 2,060 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $212,534 | 646 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||