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GK Wealth Management’s Sezzle SEZL Stock Holding History

GK Wealth Management’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$245K Sell
2,272
-822
-27% -$115K 0.14% 136
2026
Q2 		$531K Buy
+3,094
New +$326K 0.28% 88

Other funds holding SEZL

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

GK Wealth Management reduced its Sezzle (SEZL) stake by 27% in Q3 2026, selling an estimated $115K and leaving 2,272 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #136.

GK Wealth Management first reported a position in SEZL in Q2 2026 and has held it in 2 quarters since. The position peaked at $531K in Q2 2026. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • GK Wealth Management held 2,272 shares of Sezzle worth $245K as of Q3 2026.
  • GK Wealth Management sold 822 Sezzle shares in Q3 2026, an estimated $115K.
  • Sezzle made up 0.14% of GK Wealth Management's portfolio in Q3 2026, its #136 holding.
  • GK Wealth Management first reported a position in Sezzle in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's Sezzle position peaked at $531K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

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