Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Why Shelton Wealth Management Sold Its $8.61 Million IBTG Stake
In its latest SEC filing dated April 28, 2026, Shelton Wealth Management reported selling all 376,011 shares of iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF (IBTG +0.00%), during the first quarter. The estimated transaction value was…
Citi is hoping AI agents will supercharge wealth advisors - but there's still a memory issue standing in the way
Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated. Last week, Citi unveiled 'Citi Sky,' a 24-hour AI-powered wealth advisor that will start getting rolled out this summer to certain clients. They'll…
Microsoft Corporation $MSFT Stake Raised by Venturi Wealth Management LLC
Venturi Wealth Management LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm…
Samsara Inc. $IOT Shares Acquired by GC Wealth Management RIA LLC
GC Wealth Management RIA LLC increased its position in Samsara Inc. (NYSE:IOT - Free Report) by 7.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,091,876 shares of the company's stock after purchasing an…
Abbott Laboratories $ABT Shares Sold by GC Wealth Management RIA LLC
GC Wealth Management RIA LLC lessened its stake in Abbott Laboratories (NYSE:ABT - Free Report) by 45.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,583 shares of the…
GC Wealth Management RIA LLC Increases Holdings in Tesla, Inc. $TSLA
GC Wealth Management RIA LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 147.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,000…
Airbnb, Inc. $ABNB Shares Sold by GC Wealth Management RIA LLC
GC Wealth Management RIA LLC decreased its holdings in Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 79.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
VCI Wealth Management LLC Boosts Position in Meta Platforms, Inc. $META
VCI Wealth Management LLC raised its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 25.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,474 shares of the social…
Revisor Wealth Management LLC Purchases 9,239 Shares of Alphabet Inc. $GOOG
Revisor Wealth Management LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 163.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
GC Wealth Management RIA LLC Cuts Holdings in Bank of America Corporation $BAC
GC Wealth Management RIA LLC lowered its stake in Bank of America Corporation (NYSE:BAC) by 26.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
GC Wealth Management RIA LLC Trims Stock Holdings in Chubb Limited $CB
GC Wealth Management RIA LLC reduced its position in Chubb Limited (NYSE:CB - Free Report) by 13.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,448 shares of the…
GC Wealth Management RIA LLC Lowers Stake in Union Pacific Corporation $UNP
GC Wealth Management RIA LLC reduced its position in Union Pacific Corporation (NYSE:UNP - Free Report) by 27.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
GC Wealth Management RIA LLC Purchases 78,555 Shares of Netflix, Inc. $NFLX
GC Wealth Management RIA LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 568.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 92,381…
GC Wealth Management RIA LLC Buys 1,991 Shares of Invesco QQQ $QQQ
GC Wealth Management RIA LLC raised its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 5.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,182 shares…
Alphabet Inc. $GOOGL Shares Purchased by BCS Wealth Management
BCS Wealth Management boosted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 237.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
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