GWM
UTES icon

GK Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

GK Wealth Management’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.4K Buy
+832
New +$63.6K 0.03% 424

Other funds holding UTES

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

GK Wealth Management opened a new position in Virtus Reaves Utilities ETF (UTES) in Q3 2026: 832 shares worth $58.4K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings.

9 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • GK Wealth Management held 832 shares of Virtus Reaves Utilities ETF worth $58.4K as of Q3 2026.
  • Virtus Reaves Utilities ETF was a new GK Wealth Management position in Q3 2026.
  • Virtus Reaves Utilities ETF made up 0.03% of GK Wealth Management's portfolio in Q3 2026, its #424 holding.
  • 9 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

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