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GK Wealth Management’s Citigroup C Stock Holding History

GK Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Buy
+1,868
New +$243K 0.14% 175
2026
Q1 		– Sell
-2,023
Closed -$236K – 75
2025
Q4 		$236K Sell
2,023
-452
-18% -$46.9K 0.16% 154
2025
Q3 		$251K Sell
2,475
-328
-12% -$31.1K 0.18% 138
2025
Q2 		$239K Sell
2,803
-80
-3% -$5.78K 0.22% 123
2025
Q1 		$205K Sell
2,883
-584
-17% -$44.5K 0.23% 128
2024
Q4 		$244K Buy
+3,467
New +$234K 0.31% 100

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

GK Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,868 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #175 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in C as recently as Q4 2025.

GK Wealth Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • GK Wealth Management held 1,868 shares of Citigroup worth $261K as of Q2 2026.
  • Citigroup was a new GK Wealth Management position in Q2 2026.
  • Citigroup made up 0.14% of GK Wealth Management's portfolio in Q2 2026, its #175 holding.
  • GK Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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