GWM
AVA icon

GK Wealth Management’s Avista AVA Stock Holding History

GK Wealth Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.34K Buy
+67
New +$2.6K ﹤0.01% 1306

Other funds holding AVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

GK Wealth Management opened a new position in Avista (AVA) in Q3 2026: 67 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings.

11 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • GK Wealth Management held 67 shares of Avista worth $2.34K as of Q3 2026.
  • Avista was a new GK Wealth Management position in Q3 2026.
  • Avista made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1306 holding.
  • 11 funds tracked by Wall St. Rank held Avista as of Q3 2026.

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