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GK Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

GK Wealth Management’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,562
Closed -$206K – 186
2025
Q2 		$206K Buy
+1,562
New +$179K 0.19% 142

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GK Wealth Management's OLLI Position: Q3 2025 in Review

GK Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 1,562 shares — an estimated $206K sold.

GK Wealth Management first reported a position in OLLI in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • GK Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • GK Wealth Management sold 1,562 Ollie's Bargain Outlet shares in Q3 2025, an estimated $206K.
  • GK Wealth Management first reported a position in Ollie's Bargain Outlet in Q2 2025 and held it in 1 quarter.
  • GK Wealth Management's Ollie's Bargain Outlet position peaked at $206K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on GK Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.