Bartlett & Co Wealth Management’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GK Stock Details GK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-340	Closed	-$6.62K	–	1285
2025 Q1	$6.62K	Buy	+340	New	+$7.27K	﹤0.01%	956

Other funds holding GK

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's GK Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q2 2025, closing a stake of 340 shares — an estimated $6.62K sold.

Bartlett & Co Wealth Management first reported a position in GK in Q1 2025 and held it in 1 quarter. The position peaked at $6.62K in Q1 2025. 3 funds tracked by Wall St. Rank hold GK as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 340 AdvisorShares Gerber Kawasaki ETF shares in Q2 2025, an estimated $6.62K.
Bartlett & Co Wealth Management first reported a position in AdvisorShares Gerber Kawasaki ETF in Q1 2025 and held it in 1 quarter.
Bartlett & Co Wealth Management's AdvisorShares Gerber Kawasaki ETF position peaked at $6.62K in Q1 2025.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.