Position in HUBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$278,029
-$189,886 QoQ
Shares Held
1,139
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $50,131,075 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
85,099 | $13,331,609 | |
| 2 | NOW |
ServiceNow, Inc.
|
114,088 | $11,326,656 | |
| 3 | SNOW |
Snowflake Inc.
|
27,326 | $6,954,467 | |
| 4 | UBER |
Uber Technologies, Inc
|
59,626 | $4,302,612 | |
| 5 | SHOP |
Shopify Inc.
|
27,934 | $3,189,504 | |
| 6 | SAP |
Sap SE
|
13,173 | $2,030,091 | |
| 7 | INTU |
Intuit Inc.
|
7,741 | $2,020,401 | |
| 8 | ADSK |
Autodesk, Inc.
|
9,620 | $1,870,320 |
All Filings in HUBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,029 | 1,139 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $467,915 | 1,166 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $770,934 | 1,648 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||