GWM
CVBF icon

GK Wealth Management’s CVB Financial CVBF Stock Holding History

GK Wealth Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$136 Buy
+6
New +$135 ﹤0.01% 1577

Other funds holding CVBF

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 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 CVBF Position: Q3 2026 in Review

GK Wealth Management opened a new position in CVB Financial (CVBF) in Q3 2026: 6 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings.

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

  • GK Wealth Management held 6 shares of CVB Financial worth $136 as of Q3 2026.
  • CVB Financial was a new GK Wealth Management position in Q3 2026.
  • CVB Financial made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1577 holding.
  • 8 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

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