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GC Wealth Management RIA, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GC Wealth Management RIA, LLC on AEP, newest first. How the timeline and the estimate are built.

GC Wealth Management RIA, LLC held 3,503 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,503 shares
    Change vs previous 13F -1,004 shares

    0.03% of the 13F portfolio, value $479,245.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,507 shares
    Change vs previous 13F -907 shares

    0.02% of the 13F portfolio, value $590,778.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,414 shares
    Change vs previous 13F -7,559 shares

    0.02% of the 13F portfolio, value $624,288.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,973 shares
    Change vs previous 13F +7,638 shares

    0.05% of the 13F portfolio, value $1,459,463.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,335 shares
    Change vs previous 13F +3,457 shares

    0.05% of the 13F portfolio, value $553,560.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,878 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $205,209.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).