GK Wealth Management’s Patria Investments PAX Stock Holding History

GK Wealth Management’s Portfolio PAX Stock Details PAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.08K	Buy	+500	New	+$5.49K	﹤0.01%	1056

Other funds holding PAX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

GK Wealth Management opened a new position in Patria Investments (PAX) in Q3 2026: 500 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

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

GK Wealth Management held 500 shares of Patria Investments worth $5.08K as of Q3 2026.
Patria Investments was a new GK Wealth Management position in Q3 2026.
Patria Investments made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1056 holding.
11 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

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