GK Wealth Management’s Heritage Financial HFWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3K	Buy	+109	New	+$3.19K	﹤0.01%	1233

Other funds holding HFWA

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

GK Wealth Management opened a new position in Heritage Financial (HFWA) in Q3 2026: 109 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings.

14 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

GK Wealth Management held 109 shares of Heritage Financial worth $3K as of Q3 2026.
Heritage Financial was a new GK Wealth Management position in Q3 2026.
Heritage Financial made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1233 holding.
14 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

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