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GK Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

GK Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$548K Sell
5,210
-1,736
-25% -$190K 0.31% 66
2026
Q2 		$854K Buy
+6,946
New +$775K 0.45% 57

Other funds holding PWRD

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

GK Wealth Management reduced its TCW Transform Systems ETF (PWRD) stake by 25% in Q3 2026, selling an estimated $190K and leaving 5,210 shares worth $548K. The position accounts for 0.31% of the portfolio, ranked #66.

GK Wealth Management first reported a position in PWRD in Q2 2026 and has held it in 2 quarters since. The position peaked at $854K in Q2 2026. 11 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • GK Wealth Management held 5,210 shares of TCW Transform Systems ETF worth $548K as of Q3 2026.
  • GK Wealth Management sold 1,736 TCW Transform Systems ETF shares in Q3 2026, an estimated $190K.
  • TCW Transform Systems ETF made up 0.31% of GK Wealth Management's portfolio in Q3 2026, its #66 holding.
  • GK Wealth Management first reported a position in TCW Transform Systems ETF in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's TCW Transform Systems ETF position peaked at $854K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

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