GK Wealth Management
CIA icon

GK Wealth Management’s Citizens CIA Stock Holding History

GK Wealth Management’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.14K Buy
+1,201
New +$5.22K ﹤0.01% 1123

Other funds holding CIA

Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

GK Wealth Management opened a new position in Citizens (CIA) in Q3 2026: 1,201 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings.

8 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

  • GK Wealth Management held 1,201 shares of Citizens worth $4.14K as of Q3 2026.
  • Citizens was a new GK Wealth Management position in Q3 2026.
  • Citizens made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1123 holding.
  • 8 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

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