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GK Wealth Management’s UL Solutions ULS Stock Holding History

GK Wealth Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.71K Buy
+26
New +$2.04K ﹤0.01% 1372

Other funds holding ULS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

GK Wealth Management opened a new position in UL Solutions (ULS) in Q3 2026: 26 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

12 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • GK Wealth Management held 26 shares of UL Solutions worth $1.71K as of Q3 2026.
  • UL Solutions was a new GK Wealth Management position in Q3 2026.
  • UL Solutions made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1372 holding.
  • 12 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

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