GC Wealth Management RIA, LLC OHI OMEGA HEALTHCARE INVS INC

Ownership history in GC Wealth Management RIA, LLC  ·  5 quarters on record

AI Ownership Summary

GC Wealth Management RIA, LLC reported OMEGA HEALTHCARE INVS INC (OHI) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows OHI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GC Wealth Management RIA, LLC's position in OMEGA HEALTHCARE INVS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OHI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GC Wealth Management RIA, LLC held OHI — position size vs. price
% of Fund (quarterly)    OHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 21,112 +8,157 +63.0% 0.03% $891K 2025-11-13 $42.20
2025 Q2 REDUCED 12,955 -1 -0.0% 0.04% $475K 2025-07-17 $35.52
2025 Q1 ADDED 12,956 +1,467 +12.8% 0.09% $493K 2025-05-12 $33.72
2024 Q4 ADDED 11,489 +5,244 +84.0% 0.08% $435K 2025-02-07 $34.37
2024 Q3 INITIATED 6,245 0.04% $254K 2024-11-04 $36.26

FAQ About GC Wealth Management RIA, LLC and OHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GC Wealth Management RIA, LLC reported owning OHI?

GC Wealth Management RIA, LLC reported OHI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported OHI position in GC Wealth Management RIA, LLC's portfolio?

The largest reported portfolio weight for OHI was 0.09% in 2025 Q1.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2025 Q3, when GC Wealth Management RIA, LLC reported 21,112 shares, equal to 0.03% of portfolio, with an estimated market value of $891K.

What does the chart on this OHI ownership page compare?

The chart compares GC Wealth Management RIA, LLC's quarterly OHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GC Wealth Management RIA, LLC time their OHI position?

Based on 13F filing dates vs. subsequent OHI price moves, GC Wealth Management RIA, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on OHI relative to SPY over the holding period was -2.4%.

← Back to GC Wealth Management RIA, LLC Holdings