GWM
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GK Wealth Management’s Serve Robotics SERV Stock Holding History

GK Wealth Management’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$930 Buy
+200
New +$1K ﹤0.01% 1444

Other funds holding SERV

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

GK Wealth Management opened a new position in Serve Robotics (SERV) in Q3 2026: 200 shares worth $930. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings.

8 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • GK Wealth Management held 200 shares of Serve Robotics worth $930 as of Q3 2026.
  • Serve Robotics was a new GK Wealth Management position in Q3 2026.
  • Serve Robotics made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1444 holding.
  • 8 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

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