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GK Wealth Management’s Dutch Bros BROS Stock Holding History

GK Wealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.6K Buy
+1,442
New +$77.6K 0.03% 437

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

GK Wealth Management opened a new position in Dutch Bros (BROS) in Q3 2026: 1,442 shares worth $55.6K. The stake represents 0.03% of the portfolio and ranks #437 among its holdings.

17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • GK Wealth Management held 1,442 shares of Dutch Bros worth $55.6K as of Q3 2026.
  • Dutch Bros was a new GK Wealth Management position in Q3 2026.
  • Dutch Bros made up 0.03% of GK Wealth Management's portfolio in Q3 2026, its #437 holding.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

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