GWM
EXLS icon

GK Wealth Management’s EXL Service EXLS Stock Holding History

GK Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58K Buy
+1,686
New +$56.2K 0.03% 426

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

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

GK Wealth Management opened a new position in EXL Service (EXLS) in Q3 2026: 1,686 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #426 among its holdings.

14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • GK Wealth Management held 1,686 shares of EXL Service worth $58K as of Q3 2026.
  • EXL Service was a new GK Wealth Management position in Q3 2026.
  • EXL Service made up 0.03% of GK Wealth Management's portfolio in Q3 2026, its #426 holding.
  • 14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

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