DWP
GBFH

Destiny Wealth Partners’s GBank Financial Holdings GBFH Stock Holding History

Destiny Wealth Partners’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,385
Closed -$251K – 1147
2026
Q1 		$251K Sell
9,385
-900
-9% -$27.6K 0.03% 200
2025
Q4 		$347K Hold
10,285
– – 0.04% 160
2025
Q3 		$404K Hold
10,285
– – 0.05% 143
2025
Q2 		$364K Buy
+10,285
New +$403K 0.05% 142

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Destiny Wealth Partners's GBFH Position: Q2 2026 in Review

Destiny Wealth Partners sold out of GBank Financial Holdings (GBFH) in Q2 2026, closing a stake of 9,385 shares — an estimated $251K sold.

Destiny Wealth Partners first reported a position in GBFH in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q3 2025. 83 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • Destiny Wealth Partners reported no remaining GBank Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 9,385 GBank Financial Holdings shares in Q2 2026, an estimated $251K.
  • Destiny Wealth Partners first reported a position in GBank Financial Holdings in Q2 2025 and held it in 4 quarters.
  • Destiny Wealth Partners's GBank Financial Holdings position peaked at $404K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.