GK Wealth Management’s Coastal Financial CCB Stock Holding History

GK Wealth Management’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.19K	Buy	+130	New	+$7.26K	﹤0.01%	1047

Other funds holding CCB

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

GK Wealth Management opened a new position in Coastal Financial (CCB) in Q3 2026: 130 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

19 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

GK Wealth Management held 130 shares of Coastal Financial worth $5.19K as of Q3 2026.
Coastal Financial was a new GK Wealth Management position in Q3 2026.
Coastal Financial made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1047 holding.
19 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

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