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GK Wealth Management’s Univest Financial UVSP Stock Holding History

GK Wealth Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$149 Buy
+4
New +$172 ﹤0.01% 1555

Other funds holding UVSP

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

GK Wealth Management opened a new position in Univest Financial (UVSP) in Q3 2026: 4 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

8 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • GK Wealth Management held 4 shares of Univest Financial worth $149 as of Q3 2026.
  • Univest Financial was a new GK Wealth Management position in Q3 2026.
  • Univest Financial made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1555 holding.
  • 8 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

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