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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $151M AUM 196 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVO CALL NOVO-NORDISK A S Healthcare 6,534.0 $259K 0.17% NEW $39.70 +11.6%
142 FTSM FIRST TR EXCHANGE-TRADED FD 4,324.0 $259K 0.17% NEW $59.93 -0.1%
143 CVS CVS HEALTH CORP Healthcare 3,181.0 $252K 0.17% NEW $79.34 +20.6%
144 PAAA PGIM ETF TR 4,897.0 $251K 0.17% NEW $51.26 +0.3%
145 CNC CENTENE CORP DEL Healthcare 6,053.0 $249K 0.17% NEW $41.15 +41.3%
146 AES AES CORP Utilities 17,297.0 $248K 0.16% NEW $14.34 +1.2%
147 REGN REGENERON PHARMACEUTICALS Healthcare 320.0 $247K 0.16% NEW $770.91 -18.6%
148 GALAXY DIGITAL INC. 11,018.0 $246K 0.16% NEW $22.36
149 DELL DELL TECHNOLOGIES INC Technology 1,954.0 $246K 0.16% NEW $125.95 +90.7%
150 SOXX ISHARES TR 817.0 $246K 0.16% NEW $301.14 +63.9%
151 XBB BONDBLOXX ETF TRUST 5,902.0 $243K 0.16% NEW $41.14 -1.2%
152 MS MORGAN STANLEY Financial Services 1,350.0 $240K 0.16% NEW $177.63 +8.2%
153 DXPE DXP ENTERPRISES INC Industrials 2,158.0 $237K 0.16% NEW $109.79 +34.4%
154 C CITIGROUP INC Financial Services 2,023.0 $236K 0.16% NEW $116.70 +5.1%
155 AIG AMERICAN INTL GROUP INC Financial Services 2,732.0 $234K 0.15% NEW $85.54 -9.5%
156 VEU VANGUARD INTL EQUITY INDEX F 3,155.0 $232K 0.15% NEW $73.56 +10.4%
157 AMAT APPLIED MATLS INC Technology 893.0 $229K 0.15% NEW $256.89 +61.1%
158 PYPL PAYPAL HLDGS INC Financial Services 3,854.0 $225K 0.15% NEW $58.38 -23.7%
159 MRK MERCK & CO INC Healthcare 2,123.0 $224K 0.15% NEW $105.30 +6.3%
160 CRWD CROWDSTRIKE HLDGS INC Technology 476.0 $223K 0.15% NEW $468.76 +30.7%
Page 8 of 10  ·  196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 18.9%
Communication Services 16.6%
Consumer Cyclical 11.0%
Industrials 8.5%
Healthcare 5.3%
Basic Materials 5.1%
Consumer Defensive 1.7%
Energy 1.3%
Utilities 0.7%