GK Wealth Management
KB icon

GK Wealth Management’s KB Financial Group KB Stock Holding History

GK Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$360K Sell
2,928
-1,541
-34% -$187K 0.2% 94
2026
Q2 		$469K Buy
+4,469
New +$472K 0.25% 105

Other funds holding KB

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

GK Wealth Management reduced its KB Financial Group (KB) stake by 34% in Q3 2026, selling an estimated $187K and leaving 2,928 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #94.

GK Wealth Management first reported a position in KB in Q2 2026 and has held it in 2 quarters since. The position peaked at $469K in Q2 2026. 56 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • GK Wealth Management held 2,928 shares of KB Financial Group worth $360K as of Q3 2026.
  • GK Wealth Management sold 1,541 KB Financial Group shares in Q3 2026, an estimated $187K.
  • KB Financial Group made up 0.2% of GK Wealth Management's portfolio in Q3 2026, its #94 holding.
  • GK Wealth Management first reported a position in KB Financial Group in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's KB Financial Group position peaked at $469K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

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