GK Wealth Management
V icon

GK Wealth Management’s Visa V Stock Holding History

GK Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$799K Sell
2,225
-406
-15% -$148K 0.45% 43
2026
Q2 		$903K Buy
+2,631
New +$845K 0.47% 52
2026
Q1 		– Sell
-2,617
Closed -$918K – 203
2025
Q4 		$918K Sell
2,617
-89
-3% -$30.3K 0.61% 41
2025
Q3 		$924K Sell
2,706
-605
-18% -$209K 0.68% 37
2025
Q2 		$1.18M Buy
3,311
+399
+14% +$139K 1.06% 22
2025
Q1 		$1.02M Sell
2,912
-485
-14% -$164K 1.16% 20
2024
Q4 		$1.07M Buy
+3,397
New +$1.02M 1.36% 15

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

GK Wealth Management reduced its Visa (V) stake by 15% in Q3 2026, selling an estimated $148K and leaving 2,225 shares worth $799K. The position accounts for 0.45% of the portfolio, ranked #43.

GK Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2025. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • GK Wealth Management held 2,225 shares of Visa worth $799K as of Q3 2026.
  • GK Wealth Management sold 406 Visa shares in Q3 2026, an estimated $148K.
  • Visa made up 0.45% of GK Wealth Management's portfolio in Q3 2026, its #43 holding.
  • GK Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's Visa position peaked at $1.18M in Q2 2025.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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