GWM
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GK Wealth Management’s Forgent Power Solutions FPS Stock Holding History

GK Wealth Management’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.75K Buy
+127
New +$4.68K ﹤0.01% 1081

Other funds holding FPS

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

GK Wealth Management opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 127 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

12 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • GK Wealth Management held 127 shares of Forgent Power Solutions worth $4.75K as of Q3 2026.
  • Forgent Power Solutions was a new GK Wealth Management position in Q3 2026.
  • Forgent Power Solutions made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1081 holding.
  • 12 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

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