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GK Wealth Management’s loanDepot LDI Stock Holding History

GK Wealth Management’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59 Buy
+100
New +$93 ﹤0.01% 1606

Other funds holding LDI

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

GK Wealth Management opened a new position in loanDepot (LDI) in Q3 2026: 100 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings.

7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • GK Wealth Management held 100 shares of loanDepot worth $59 as of Q3 2026.
  • loanDepot was a new GK Wealth Management position in Q3 2026.
  • loanDepot made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1606 holding.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

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