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GK Wealth Management’s CoastalSouth Bancshares COSO Stock Holding History

GK Wealth Management’s Portfolio COSO Stock Details COSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158 Buy
+6
New +$163 ﹤0.01% 1541

Other funds holding COSO

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

GK Wealth Management opened a new position in CoastalSouth Bancshares (COSO) in Q3 2026: 6 shares worth $158. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings.

9 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

  • GK Wealth Management held 6 shares of CoastalSouth Bancshares worth $158 as of Q3 2026.
  • CoastalSouth Bancshares was a new GK Wealth Management position in Q3 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1541 holding.
  • 9 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

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