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GK Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History

GK Wealth Management’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$126 Buy
+6
New +$131 ﹤0.01% 1591

Other funds holding CZWI

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

GK Wealth Management opened a new position in Citizens Community Bancorp (CZWI) in Q3 2026: 6 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

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

  • GK Wealth Management held 6 shares of Citizens Community Bancorp worth $126 as of Q3 2026.
  • Citizens Community Bancorp was a new GK Wealth Management position in Q3 2026.
  • Citizens Community Bancorp made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1591 holding.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

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