Global Wealth Strategies & Associates
Position in MCI — Barings Corporate Investors
CIK 1912297
DENVER, CO
Position in MCI
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$5,281,577
+$336,749 QoQ
Shares Held
299,749
+4.5% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
7.23%
of 13F equity value
Holder Rank
#1
of 8 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Global Wealth Strategies & Associates holds $5,281,577 across 1 Asset Management name. MCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCI |
Barings Corporate Investors
This page
|
299,749 | $5,281,577 |
All Filings in MCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,281,577 | 299,749 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $4,944,828 | 286,823 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $4,466,914 | 246,111 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $4,787,712 | 230,622 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $4,896,697 | 226,071 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,127,710 | 218,759 | Shares | Sole | 2025-04-02 | |
| No filing history on record for this holder in this stock. | ||||||