GWM
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GK Wealth Management’s FirstEnergy FE Stock Holding History

GK Wealth Management’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.9K Buy
+944
New +$44.3K 0.02% 496
2025
Q1 		– Sell
-6,471
Closed -$257K – 152
2024
Q4 		$257K Buy
+6,471
New +$271K 0.33% 98

Other funds holding FE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

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

GK Wealth Management opened a new position in FirstEnergy (FE) in Q3 2026: 944 shares worth $40.9K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in FE as recently as Q4 2024.

GK Wealth Management first reported a position in FE in Q4 2024 and has held it in 2 quarters since. The position peaked at $257K in Q4 2024. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • GK Wealth Management held 944 shares of FirstEnergy worth $40.9K as of Q3 2026.
  • FirstEnergy was a new GK Wealth Management position in Q3 2026.
  • FirstEnergy made up 0.02% of GK Wealth Management's portfolio in Q3 2026, its #496 holding.
  • GK Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 2 quarters since.
  • GK Wealth Management's FirstEnergy position peaked at $257K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

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