GK Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

GK Wealth Management’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.26M	Buy	+27,855	New	+$3.25M	1.71%	14
2026 Q1	–	Sell	-27,967	Closed	-$3.22M	–	72
2025 Q4	$3.22M	Sell	27,967 -190	-0.7%	-$21.7K	2.13%	9
2025 Q3	$3.21M	Buy	28,157 +6,462	+30%	+$732K	2.35%	9
2025 Q2	$2.44M	Buy	21,695 +19,437	+861%	+$2.18M	2.2%	9
2025 Q1	$252K	Buy	+2,258	New	+$250K	0.29%	101

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

GK Wealth Management's BOXX Position: Q2 2026 in Review

GK Wealth Management opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 27,855 shares worth $3.26M. The stake represents 1.71% of the portfolio and ranks #14 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BOXX as recently as Q4 2025.

GK Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

GK Wealth Management held 27,855 shares of Alpha Architect 1-3 Month Box ETF worth $3.26M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new GK Wealth Management position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 1.71% of GK Wealth Management's portfolio in Q2 2026, its #14 holding.
GK Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.