GK Wealth Management
BCS icon

GK Wealth Management’s Barclays BCS Stock Holding History

GK Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$124K Sell
5,128
-7,431
-59% -$200K 0.07% 257
2026
Q2 		$337K Buy
+12,559
New +$303K 0.18% 138

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Cookson Peirce & Co
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Contravisory Investment Management
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AssetMark Inc
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Crossmark Global Holdings
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group Minneapolis, Minnesota $845M AUM 15.49% 1-Year Est. Return

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

GK Wealth Management reduced its Barclays (BCS) stake by 59% in Q3 2026, selling an estimated $200K and leaving 5,128 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #257.

GK Wealth Management first reported a position in BCS in Q2 2026 and has held it in 2 quarters since. The position peaked at $337K in Q2 2026. 171 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • GK Wealth Management held 5,128 shares of Barclays worth $124K as of Q3 2026.
  • GK Wealth Management sold 7,431 Barclays shares in Q3 2026, an estimated $200K.
  • Barclays made up 0.07% of GK Wealth Management's portfolio in Q3 2026, its #257 holding.
  • GK Wealth Management first reported a position in Barclays in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's Barclays position peaked at $337K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

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