Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,298,431
+$384,065 QoQ
Shares Held
3,878
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,023
of 2,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $1,632,554 across 2 Electrical Equipment & Parts names. VRT ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
3,878 | $1,298,431 | |
| 2 | ESP |
Espey Mfg & Electronics Corp
|
4,961 | $334,123 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,431 | 3,878 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $914,366 | 3,649 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $558,610 | 3,448 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $835,462 | 5,538 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||