BGC — BGC GROUP INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in BGC GROUP INC (BGC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 20 — 0% 0.00% $190 $9.42
2025 Q2 ADDED 20 +16 +400.0% 0.00% $205 $10.16
2025 Q1 INITIATED 4 — — 0.00% $37 $9.09
% of Fund (quarterly)    BGC price (monthly, adj. close)

Other funds also holding BGC

As of 2025 Q4 — sorted by position size

AltraVue Capital, LLC 3Y 7Y 7.2% MUHLENKAMP & CO INC 3Y 7Y 4.23% O'Keefe Stevens Advisory, Inc. 3Y 3.89% Private Capital Management, LLC 3Y 7Y 3.4% CM Management, LLC 3Y 3.01% Rubric Capital Management LP 3Y 7Y 2.24% Mork Capital Management, LLC 3Y 7Y 1.36% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.86% Phocas Financial Corp. 3Y 7Y 0.83% Legato Capital Management LLC 3Y 7Y 0.65%
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