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GK Wealth Management’s United Bankshares UBSI Stock Holding History

GK Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1K Buy
+242
New +$11.5K 0.01% 824

Other funds holding UBSI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

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

GK Wealth Management opened a new position in United Bankshares (UBSI) in Q3 2026: 242 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings.

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

  • GK Wealth Management held 242 shares of United Bankshares worth $11.1K as of Q3 2026.
  • United Bankshares was a new GK Wealth Management position in Q3 2026.
  • United Bankshares made up 0.01% of GK Wealth Management's portfolio in Q3 2026, its #824 holding.
  • 14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

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