GK Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Buy	+19,965	New	+$671K	0.38%	64
2026 Q1	–	Sell	-26,762	Closed	-$846K	–	90
2025 Q4	$846K	Buy	26,762 +17,395	+186%	+$567K	0.56%	48
2025 Q3	$312K	Buy	+9,367	New	+$303K	0.23%	106

Other funds holding CSMD

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GK Wealth Management's CSMD Position: Q2 2026 in Review

GK Wealth Management opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 19,965 shares worth $729K. The stake represents 0.38% of the portfolio and ranks #64 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in CSMD as recently as Q4 2025.

GK Wealth Management first reported a position in CSMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $846K in Q4 2025. 6 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

GK Wealth Management held 19,965 shares of Congress SMid Growth ETF worth $729K as of Q2 2026.
Congress SMid Growth ETF was a new GK Wealth Management position in Q2 2026.
Congress SMid Growth ETF made up 0.38% of GK Wealth Management's portfolio in Q2 2026, its #64 holding.
GK Wealth Management first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 3 quarters since.
GK Wealth Management's Congress SMid Growth ETF position peaked at $846K in Q4 2025.
6 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.