GWM
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GK Wealth Management’s Symbotic SYM Stock Holding History

GK Wealth Management’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.1K Buy
+621
New +$26.2K 0.01% 588

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 SYM Position: Q3 2026 in Review

GK Wealth Management opened a new position in Symbotic (SYM) in Q3 2026: 621 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings.

14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • GK Wealth Management held 621 shares of Symbotic worth $26.1K as of Q3 2026.
  • Symbotic was a new GK Wealth Management position in Q3 2026.
  • Symbotic made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #588 holding.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

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