GWM
LOAN

GK Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

GK Wealth Management’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-86,777
Closed -$86.8K – 255
2026
Q1 		$86.8K Buy
+86,777
New +$386K 0.08% 51

Other funds holding LOAN

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

GK Wealth Management's LOAN Position: Q2 2026 in Review

GK Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q2 2026, closing a stake of 86,777 shares — an estimated $86.8K sold.

GK Wealth Management first reported a position in LOAN in Q1 2026 and held it in 1 quarter. The position peaked at $86.8K in Q1 2026. 6 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • GK Wealth Management reported no remaining Manhattan Bridge Capital position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 86,777 Manhattan Bridge Capital shares in Q2 2026, an estimated $86.8K.
  • GK Wealth Management first reported a position in Manhattan Bridge Capital in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's Manhattan Bridge Capital position peaked at $86.8K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.