GK Wealth Management
CW icon

GK Wealth Management’s Curtiss-Wright CW Stock Holding History

GK Wealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103K Sell
189
-121
-39% -$79.7K 0.06% 292
2026
Q2 		$235K Buy
+310
New +$227K 0.12% 194
2026
Q1 		– Sell
-399
Closed -$220K – 92
2025
Q4 		$220K Sell
399
-90
-18% -$50.2K 0.15% 165
2025
Q3 		$265K Sell
489
-4
-0.8% -$1.97K 0.19% 126
2025
Q2 		$241K Buy
+493
New +$195K 0.22% 120

Other funds holding CW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

GK Wealth Management reduced its Curtiss-Wright (CW) stake by 39% in Q3 2026, selling an estimated $79.7K and leaving 189 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #292.

GK Wealth Management first reported a position in CW in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q3 2025. 452 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • GK Wealth Management held 189 shares of Curtiss-Wright worth $103K as of Q3 2026.
  • GK Wealth Management sold 121 Curtiss-Wright shares in Q3 2026, an estimated $79.7K.
  • Curtiss-Wright made up 0.06% of GK Wealth Management's portfolio in Q3 2026, its #292 holding.
  • GK Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • GK Wealth Management's Curtiss-Wright position peaked at $265K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

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