GWM
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GK Wealth Management’s HCI Group HCI Stock Holding History

GK Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.4K Buy
+146
New +$26.6K 0.01% 595

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

GK Wealth Management opened a new position in HCI Group (HCI) in Q3 2026: 146 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings.

15 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • GK Wealth Management held 146 shares of HCI Group worth $25.4K as of Q3 2026.
  • HCI Group was a new GK Wealth Management position in Q3 2026.
  • HCI Group made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #595 holding.
  • 15 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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