GWM
ADX icon

GK Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

GK Wealth Management’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.16K Buy
+240
New +$6.21K ﹤0.01% 998

Other funds holding ADX

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GK Wealth Management's ADX Position: Q3 2026 in Review

GK Wealth Management opened a new position in Adams Diversified Equity Fund (ADX) in Q3 2026: 240 shares worth $6.16K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

13 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • GK Wealth Management held 240 shares of Adams Diversified Equity Fund worth $6.16K as of Q3 2026.
  • Adams Diversified Equity Fund was a new GK Wealth Management position in Q3 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #998 holding.
  • 13 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.