GK Wealth Management’s Karat Packaging KRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$106K	Buy	+2,019	New	+$90.1K	0.06%	284

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

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

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

GK Wealth Management opened a new position in Karat Packaging (KRT) in Q3 2026: 2,019 shares worth $106K. The stake represents 0.06% of the portfolio and ranks #284 among its holdings.

19 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

GK Wealth Management held 2,019 shares of Karat Packaging worth $106K as of Q3 2026.
Karat Packaging was a new GK Wealth Management position in Q3 2026.
Karat Packaging made up 0.06% of GK Wealth Management's portfolio in Q3 2026, its #284 holding.
19 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

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