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GK WEALTH MANAGEMENT LLC 13F portfolio summary

GK WEALTH MANAGEMENT LLC of GK WEALTH MANAGEMENT LLC has 51 current stock holdings with a reported portfolio value of $115.0M. The portfolio 1 year return is +21.01%. Top holdings include SPY (0.00%), SBR (0.00%), QQQ (0.00%), SJT (0.00%), IVV (13.71%).

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GK WEALTH MANAGEMENT LLC

GK WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

GK WEALTH MANAGEMENT LLC runs GK WEALTH MANAGEMENT LLC and currently holds 51 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $114.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GK WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GK WEALTH MANAGEMENT LLC's portfolio at GK WEALTH MANAGEMENT LLC has delivered returns of +21.01%. Their 3-year annualized return is +14.58%. Looking at the 5-year horizon, GK WEALTH MANAGEMENT LLC has achieved +14.58% annualized returns at GK WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.01%
#0/1000
3 Year
+14.58%
#0/1000
5 Year
+14.58%
#0/1000

Portfolio Value

$114.95M

Alpha Score

14.2

#0 of 1000

Holdings

51

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change