GC Wealth Management RIA, LLC

Position in INTU — Intuit Inc.

CIK 2011169 Cambridge, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,020,401

-$2,904,839 QoQ

Shares Held

7,741

-32.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#675

of 1,744 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GC Wealth Management RIA, LLC holds $50,131,075 across 17 Software - Application names. INTU ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	7,741	$2,020,401
8	ADSK	Autodesk, Inc.	9,620	$1,870,320

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,020,401	7,741	-32.0%	Shares	Sole	2026-07-16
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.