GWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
2,803
-80
-3% -$6.81K 0.22% 117
2025
Q1 		$205K Sell
2,883
-584
-17% -$41.5K 0.23% 122
2024
Q4 		$244K Buy
+3,467
New +$244K 0.31% 100