GWM
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GK Wealth Management’s Shopify SHOP Stock Holding History

GK Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
+2,693
New +$307K 0.16% 153
2026
Q1 		– Sell
-2,793
Closed -$450K – 169
2025
Q4 		$450K Sell
2,793
-223
-7% -$35.8K 0.3% 85
2025
Q3 		$448K Sell
3,016
-1,746
-37% -$237K 0.33% 79
2025
Q2 		$549K Sell
4,762
-114
-2% -$11.4K 0.5% 51
2025
Q1 		$466K Sell
4,876
-1,063
-18% -$116K 0.53% 49
2024
Q4 		$631K Buy
+5,939
New +$578K 0.8% 31

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GK Wealth Management's SHOP Position: Q2 2026 in Review

GK Wealth Management opened a new position in Shopify (SHOP) in Q2 2026: 2,693 shares worth $307K. The stake represents 0.16% of the portfolio and ranks #153 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SHOP as recently as Q4 2025.

GK Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $631K in Q4 2024. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • GK Wealth Management held 2,693 shares of Shopify worth $307K as of Q2 2026.
  • Shopify was a new GK Wealth Management position in Q2 2026.
  • Shopify made up 0.16% of GK Wealth Management's portfolio in Q2 2026, its #153 holding.
  • GK Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Shopify position peaked at $631K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.