GK Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

GK Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$743K	Sell	4,196 -1,067	-20%	-$193K	0.42%	45
2026 Q2	$1.01M	Buy	+5,263	New	+$988K	0.53%	46
2026 Q1	–	Sell	-4,181	Closed	-$640K	–	111
2025 Q4	$640K	Buy	4,181 +167	+4%	+$25.6K	0.42%	63
2025 Q3	$607K	Buy	4,014 +294	+8%	+$42.3K	0.44%	56
2025 Q2	$517K	Sell	3,720 -194	-5%	-$24.1K	0.47%	56
2025 Q1	$443K	Buy	3,914 +1,199	+44%	+$144K	0.5%	52
2024 Q4	$324K	Buy	+2,715	New	+$338K	0.41%	70

Other funds holding GRID

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

GK Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q3 2026, selling an estimated $193K and leaving 4,196 shares worth $743K. The position accounts for 0.42% of the portfolio, ranked #45.

GK Wealth Management first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2026. 581 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

GK Wealth Management held 4,196 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $743K as of Q3 2026.
GK Wealth Management sold 1,067 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $193K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.42% of GK Wealth Management's portfolio in Q3 2026, its #45 holding.
GK Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.01M in Q2 2026.
581 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

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