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WEALTHCARE CAPITAL MANAGEMENT LLC → STT-PG
WEALTHCARE CAPITAL MANAGEMENT LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
43
Latest value
$1.8M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $616K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.8M |
| Q3 2025 | $8.2M |
| Q3 2025 | $805K |
| Q3 2025 | $8.5M |
| Q3 2025 | $1.9M |
| Q4 2025 | $376K |
| Q4 2025 | $641K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.8M |
| Q4 2025 | $2.2M |
| Q4 2025 | $9.5M |
| Q4 2025 | $700K |
| Q4 2025 | $8.3M |
| Q4 2025 | $1.9M |
| Q1 2026 | $425K |
| Q1 2026 | $640K |
| Q1 2026 | $901K |
| Q1 2026 | $2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $8M |
| Q1 2026 | $630K |
| Q1 2026 | $8.3M |
| Q1 2026 | $1.8M |
| Q2 2026 | $463K |
| Q2 2026 | $788K |
| Q2 2026 | $639K |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.7M |
| Q2 2026 | $9.3M |
| Q2 2026 | $640K |
| Q2 2026 | $7.8M |
| Q2 2026 | $1.8M |
| Q3 2026 | $409K |
| Q3 2026 | $788K |
| Q3 2026 | $824K |
| Q3 2026 | $2.4M |
| Q3 2026 | $2.4M |
| Q3 2026 | $8.7M |
| Q3 2026 | $676K |
| Q3 2026 | $6.6M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 37.8K | — | — |
| Q3 2026 | $6.6M | 155.4K | — | — |
| Q3 2026 | $676K | 7.4K | — | — |
| Q3 2026 | $8.7M | 96.8K | — | — |
| Q3 2026 | $2.4M | 37.3K | — | — |
| Q3 2026 | $2.4M | 25.6K | — | — |
| Q3 2026 | $824K | 33.8K | — | — |
| Q3 2026 | $788K | 15.7K | — | — |
| Q3 2026 | $409K | 10.1K | — | — |
| Q2 2026 | $1.8M | 37.8K | — | — |
| Q2 2026 | $7.8M | 170.7K | — | — |
| Q2 2026 | $640K | 7.0K | — | — |
| Q2 2026 | $9.3M | 106.4K | — | — |
| Q2 2026 | $2.7M | 39.3K | — | — |
| Q2 2026 | $2.3M | 24.9K | — | — |
| Q2 2026 | $639K | 24.9K | — | — |
| Q2 2026 | $788K | 15.6K | — | — |
| Q2 2026 | $463K | 11.4K | — | — |
| Q1 2026 | $1.8M | 38.5K | — | — |
| Q1 2026 | $8.3M | 183.3K | — | — |
| Q1 2026 | $630K | 6.9K | — | — |
| Q1 2026 | $8M | 104.7K | — | — |
| Q1 2026 | $2.3M | 38.5K | — | — |
| Q1 2026 | $2M | 25.6K | — | — |
| Q1 2026 | $901K | 34.6K | — | — |
| Q1 2026 | $640K | 14.0K | — | — |
| Q1 2026 | $425K | 11.6K | — | — |
| Q4 2025 | $1.9M | 38.9K | — | — |
| Q4 2025 | $8.3M | 181.7K | — | — |
| Q4 2025 | $700K | 7.7K | — | — |
| Q4 2025 | $9.5M | 119.0K | — | — |
| Q4 2025 | $2.2M | 38.3K | — | — |
| Q4 2025 | $1.8M | 21.9K | — | — |
| Q4 2025 | $1.1M | 42.8K | — | — |
| Q4 2025 | $641K | 14.4K | — | — |
| Q4 2025 | $376K | 10.5K | — | — |
| Q3 2025 | $1.9M | 39.1K | — | — |
| Q3 2025 | $8.5M | 185.7K | — | — |
| Q3 2025 | $805K | 8.8K | — | — |
| Q3 2025 | $8.2M | 105.0K | — | — |
| Q3 2025 | $1.8M | 31.4K | — | — |
| Q3 2025 | $1.4M | 53.3K | — | — |
| Q3 2025 | $616K | 14.4K | — | — |