GC Wealth Management RIA, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GC Wealth Management RIA, LLC on XEL, newest first. How the timeline and the estimate are built.
GC Wealth Management RIA, LLC held 5,626 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 5,626 sharesChange vs previous 13F -50 shares
0.03% of the 13F portfolio, value $451,768.
13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,676 sharesChange vs previous 13F +34 shares
0.02% of the 13F portfolio, value $450,901.
13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,642 sharesChange vs previous 13F -6,599 shares
0.02% of the 13F portfolio, value $416,718.
13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,241 sharesChange vs previous 13F +8,679 shares
0.03% of the 13F portfolio, value $987,237.
13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,562 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $242,572.
13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).