Position in GCT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,366,587
-$429,229 QoQ
Shares Held
74,892
+21.6% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#51
of 220 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. GCT ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in GCT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,587 | 74,892 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,795,816 | 61,609 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $966,680 | 24,610 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $630,309 | 22,194 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||