GWM
LAC

GK Wealth Management’s Lithium Americas LAC Stock Holding History

GK Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2M Buy
+1,427,275
New +$6.8M 2.73% 5
2026
Q1 		– Sell
-1,363,300
Closed -$5.69M – 131
2025
Q4 		$5.69M Buy
1,363,300
+1,248,400
+1,087% +$7.21M 3.77% 3
2025
Q3 		$420K Sell
114,900
-1,426,269
-93% -$4.51M 0.31% 83
2025
Q2 		$3.94M Buy
1,541,169
+162,517
+12% +$450K 3.55% 4
2025
Q1 		$3.53M Buy
1,378,652
+1,269,852
+1,167% +$3.83M 4.03% 3
2024
Q4 		$122K Buy
+108,800
New +$377K 0.15% 124

Other funds holding LAC

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM

GK Wealth Management's LAC Position: Q4 2025 in Review

GK Wealth Management sold out of Lithium Americas (LAC) in Q4 2025, closing a stake of 1,322,946 shares — an estimated $7.64M sold.

GK Wealth Management first reported a position in LAC in Q4 2024 and held it in 2 quarters. The position peaked at $7.55M in Q3 2025. 280 funds tracked by Wall St. Rank hold LAC as of Q4 2025.

  • GK Wealth Management reported no remaining Lithium Americas position as of Q4 2025 after selling out during the quarter.
  • GK Wealth Management sold 1,322,946 Lithium Americas shares in Q4 2025, an estimated $7.64M.
  • GK Wealth Management first reported a position in Lithium Americas in Q4 2024 and held it in 2 quarters.
  • GK Wealth Management's Lithium Americas position peaked at $7.55M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Lithium Americas as of Q4 2025.

Based on GK Wealth Management's 13F filing for Q4 2025, filed 5 Jan 2026.