Plumb Balanced Fund BGC Holdings History

Number of Shares
60,000.00
Current Holdings Value*
$550,200.00
% of Portfolio
1.49%
Total Estimate Gain
$88,800.00
% of Total Estimate Gain
15.80%

Plumb Balanced Fund's BGC Group Inc Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 60,000.00 shares of BGC Group Inc(BGC), totaling $550,200.00. This investment constitutes 1.49% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0.01% of the outstanding BGC Group Inc(BGC) stock.

The initial trade took place in 2025Q1. And since then Plumb Balanced Fund has made 1 purchases of BGC, at an average price of $9.37, for a total of 60,000.00 shares. Based on historical transaction data and BGC's current price of $10.85, Plumb Balanced Fund's estimated gain on his BGC holdings is $88,800.00, reflecting a 15.80% gain to date.

Plumb Balanced Fund BGC ($10.85) Holding Chart

Plumb Balanced Fund BGC ($10.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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