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GK Wealth Management’s nCino NCNO Stock Holding History

GK Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.41K Buy
+188
New +$3.69K ﹤0.01% 1187

Other funds holding NCNO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

GK Wealth Management opened a new position in nCino (NCNO) in Q3 2026: 188 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

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

  • GK Wealth Management held 188 shares of nCino worth $3.41K as of Q3 2026.
  • nCino was a new GK Wealth Management position in Q3 2026.
  • nCino made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1187 holding.
  • 9 funds tracked by Wall St. Rank held nCino as of Q3 2026.

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