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GK Wealth Management’s Loar Holdings LOAR Stock Holding History

GK Wealth Management’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.23K Buy
+150
New +$10.6K 0.01% 891

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

GK Wealth Management opened a new position in Loar Holdings (LOAR) in Q3 2026: 150 shares worth $9.23K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings.

11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • GK Wealth Management held 150 shares of Loar Holdings worth $9.23K as of Q3 2026.
  • Loar Holdings was a new GK Wealth Management position in Q3 2026.
  • Loar Holdings made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #891 holding.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

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