GWM
CBU icon

GK Wealth Management’s Community Bank CBU Stock Holding History

GK Wealth Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.75K Buy
+46
New +$2.97K ﹤0.01% 1258

Other funds holding CBU

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

GK Wealth Management opened a new position in Community Bank (CBU) in Q3 2026: 46 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

11 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • GK Wealth Management held 46 shares of Community Bank worth $2.75K as of Q3 2026.
  • Community Bank was a new GK Wealth Management position in Q3 2026.
  • Community Bank made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1258 holding.
  • 11 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

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