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 Q3	$106K	Sell	3,117 -16,848	-84%	-$582K	0.06%	285
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

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

GK Wealth Management reduced its Congress SMid Growth ETF (CSMD) stake by 84% in Q3 2026, selling an estimated $582K and leaving 3,117 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #285.

GK Wealth Management first reported a position in CSMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $846K in Q4 2025. 5 funds tracked by Wall St. Rank hold CSMD as of Q3 2026.

GK Wealth Management held 3,117 shares of Congress SMid Growth ETF worth $106K as of Q3 2026.
GK Wealth Management sold 16,848 Congress SMid Growth ETF shares in Q3 2026, an estimated $582K.
Congress SMid Growth ETF made up 0.06% of GK Wealth Management's portfolio in Q3 2026, its #285 holding.
GK Wealth Management first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 4 quarters since.
GK Wealth Management's Congress SMid Growth ETF position peaked at $846K in Q4 2025.
5 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q3 2026.

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