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GK Wealth Management’s StoneX SNEX Stock Holding History

GK Wealth Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$343K Sell
5,302
-812
-13% -$57.7K 0.19% 98
2026
Q2 		$483K Buy
+6,114
New +$459K 0.25% 103

Other funds holding SNEX

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

GK Wealth Management reduced its StoneX (SNEX) stake by 13% in Q3 2026, selling an estimated $57.7K and leaving 5,302 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #98.

GK Wealth Management first reported a position in SNEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $483K in Q2 2026. 18 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • GK Wealth Management held 5,302 shares of StoneX worth $343K as of Q3 2026.
  • GK Wealth Management sold 812 StoneX shares in Q3 2026, an estimated $57.7K.
  • StoneX made up 0.19% of GK Wealth Management's portfolio in Q3 2026, its #98 holding.
  • GK Wealth Management first reported a position in StoneX in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's StoneX position peaked at $483K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

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