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GC Wealth Management RIA, LLC: JEPQ position timeline

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

GC Wealth Management RIA, LLC held 17,055 JEPQ 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 17,055 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,048,200.

    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 17,055 shares
    Change vs previous 13F -48,391 shares

    0.04% of the 13F portfolio, value $946,894.

    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 65,446 shares
    Change vs previous 13F +17,052 shares

    0.14% of the 13F portfolio, value $3,803,722.

    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 48,394 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,783,623.

    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).