GWM
SR icon

GK Wealth Management’s Spire SR Stock Holding History

GK Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.28K Buy
+83
New +$6.72K ﹤0.01% 995

Other funds holding SR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 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
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 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

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

GK Wealth Management opened a new position in Spire (SR) in Q3 2026: 83 shares worth $6.28K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

10 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • GK Wealth Management held 83 shares of Spire worth $6.28K as of Q3 2026.
  • Spire was a new GK Wealth Management position in Q3 2026.
  • Spire made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #995 holding.
  • 10 funds tracked by Wall St. Rank held Spire as of Q3 2026.

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