GWM
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GK Wealth Management’s FirstService FSV Stock Holding History

GK Wealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.24K Buy
+41
New +$5.74K ﹤0.01% 1042

Other funds holding FSV

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

GK Wealth Management opened a new position in FirstService (FSV) in Q3 2026: 41 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

6 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • GK Wealth Management held 41 shares of FirstService worth $5.24K as of Q3 2026.
  • FirstService was a new GK Wealth Management position in Q3 2026.
  • FirstService made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1042 holding.
  • 6 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

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