GWM
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GK Wealth Management’s Crescent Energy CRGY Stock Holding History

GK Wealth Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.57K Buy
+199
New +$2.44K ﹤0.01% 1284

Other funds holding CRGY

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

GK Wealth Management opened a new position in Crescent Energy (CRGY) in Q3 2026: 199 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

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

  • GK Wealth Management held 199 shares of Crescent Energy worth $2.57K as of Q3 2026.
  • Crescent Energy was a new GK Wealth Management position in Q3 2026.
  • Crescent Energy made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1284 holding.
  • 9 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

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