GK Wealth Management
CVS icon

GK Wealth Management’s CVS Health CVS Stock Holding History

GK Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$223K Sell
2,604
-360
-12% -$35.2K 0.13% 153
2026
Q2 		$307K Buy
+2,964
New +$265K 0.16% 154
2026
Q1 		– Sell
-3,181
Closed -$252K – 91
2025
Q4 		$252K Sell
3,181
-296
-9% -$23.3K 0.17% 143
2025
Q3 		$262K Buy
3,477
+51
+1% +$3.5K 0.19% 129
2025
Q2 		$236K Sell
3,426
-311
-8% -$20.4K 0.21% 125
2025
Q1 		$253K Buy
+3,737
New +$224K 0.29% 100

Other funds holding CVS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

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

GK Wealth Management reduced its CVS Health (CVS) stake by 12% in Q3 2026, selling an estimated $35.2K and leaving 2,604 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #153.

GK Wealth Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q2 2026. 1,425 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • GK Wealth Management held 2,604 shares of CVS Health worth $223K as of Q3 2026.
  • GK Wealth Management sold 360 CVS Health shares in Q3 2026, an estimated $35.2K.
  • CVS Health made up 0.13% of GK Wealth Management's portfolio in Q3 2026, its #153 holding.
  • GK Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • GK Wealth Management's CVS Health position peaked at $307K in Q2 2026.
  • 1,425 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

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