GK Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

GK Wealth Management’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,500	Closed	-$101K	–	262
2026 Q1	$101K	Buy	+20,500	New	+$112K	0.09%	50

Other funds holding SJT

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

GK Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 20,500 shares — an estimated $101K sold.

GK Wealth Management first reported a position in SJT in Q1 2026 and held it in 1 quarter. The position peaked at $101K in Q1 2026. 4 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

GK Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
GK Wealth Management sold 20,500 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $101K.
GK Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2026 and held it in 1 quarter.
GK Wealth Management's San Juan Basin Royalty Trust position peaked at $101K in Q1 2026.
4 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

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