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GC Wealth Management RIA, LLC

CIK
2011169
City
Cambridge
State / Country
MA

Top Portfolio Positions

363 positions · $1,980,650,987 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

10 quarters · across all stocks

Holdings in PUK

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $932,191 32,789
2025-12-31 $880,696 28,300
2025-09-30 $745,037 26,618
2025-06-30 $553,092 22,106
2025-03-31 $682,195 31,730
2024-12-31 $490,585 30,777
2024-09-30 $679,157 36,632
2024-06-30 $600,199 32,762
2024-03-31 $471,093 24,447
2023-12-31 $403,561 17,976