GWM
SG icon

GK Wealth Management’s Sweetgreen SG Stock Holding History

GK Wealth Management’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.3K Buy
+2,065
New +$14.3K 0.01% 679

Other funds holding SG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

GK Wealth Management opened a new position in Sweetgreen (SG) in Q3 2026: 2,065 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings.

5 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • GK Wealth Management held 2,065 shares of Sweetgreen worth $18.3K as of Q3 2026.
  • Sweetgreen was a new GK Wealth Management position in Q3 2026.
  • Sweetgreen made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #679 holding.
  • 5 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

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