GC Wealth Management RIA, LLC

Position in INTU — Intuit Inc.

CIK 2011169 Cambridge, MA

Position in INTU

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,925,240

-$1,451,213 QoQ

Shares Held

11,391

+18.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

GC Wealth Management RIA, LLC holds $124,430,615 across 23 Software - Application names. INTU ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	281,677	$52,580,645
2	TEAM	Atlassian Corp	333,712	$22,775,844
3	NOW	ServiceNow, Inc.	111,620	$11,669,870
4	UBER	Uber Technologies, Inc	93,519	$6,726,821
5	INTU	Intuit Inc. This page	11,391	$4,925,240
6	SNOW	Snowflake Inc.	25,777	$3,887,686
7	SHOP	Shopify Inc.	32,015	$3,797,619
8	ADSK	Autodesk, Inc.	11,379	$2,724,132

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,925,240	11,391	+18.3%	Shares	Sole	2026-05-14
2025-12-31	$6,376,453	9,626	+14.9%	Shares	Sole	2026-01-30
2025-09-30	$5,719,370	8,375	+127.5%	Shares	Sole	2025-11-13
2025-06-30	$2,900,053	3,682	+369.6%	Shares	Sole	2025-07-17
2025-03-31	$481,368	784	+4.7%	Shares	Sole	2025-05-12
2024-12-31	$470,746	749	-39.6%	Shares	Sole	2025-02-07
2024-09-30	$770,040	1,240	+46.4%	Shares	Sole	2024-11-04
2024-06-30	$556,656	847	-17.7%	Shares	Sole	2024-07-31
2024-03-31	$668,850	1,029	-3.3%	Shares	Sole	2024-05-10
2023-12-31	$665,031	1,064	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.