GK Wealth Management’s UFP Technologies UFPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$126K	Buy	+423	New	+$119K	0.07%	255

Other funds holding UFPT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

GK Wealth Management opened a new position in UFP Technologies (UFPT) in Q3 2026: 423 shares worth $126K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings.

11 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

GK Wealth Management held 423 shares of UFP Technologies worth $126K as of Q3 2026.
UFP Technologies was a new GK Wealth Management position in Q3 2026.
UFP Technologies made up 0.07% of GK Wealth Management's portfolio in Q3 2026, its #255 holding.
11 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

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