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GK Wealth Management’s Cass Information Systems CASS Stock Holding History

GK Wealth Management’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.44K Buy
+64
New +$3.53K ﹤0.01% 1182

Other funds holding CASS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

GK Wealth Management opened a new position in Cass Information Systems (CASS) in Q3 2026: 64 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings.

4 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

  • GK Wealth Management held 64 shares of Cass Information Systems worth $3.44K as of Q3 2026.
  • Cass Information Systems was a new GK Wealth Management position in Q3 2026.
  • Cass Information Systems made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1182 holding.
  • 4 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

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