GWM
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GK Wealth Management’s Moelis & Co MC Stock Holding History

GK Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.13K Buy
+37
New +$2.43K ﹤0.01% 1330

Other funds holding MC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

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

GK Wealth Management opened a new position in Moelis & Co (MC) in Q3 2026: 37 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings.

9 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • GK Wealth Management held 37 shares of Moelis & Co worth $2.13K as of Q3 2026.
  • Moelis & Co was a new GK Wealth Management position in Q3 2026.
  • Moelis & Co made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1330 holding.
  • 9 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

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