GWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
3,311
+399
+14% +$142K 1.06% 20
2025
Q1 		$1.02M Sell
2,912
-485
-14% -$170K 1.16% 18
2024
Q4 		$1.07M Buy
+3,397
New +$1.07M 1.36% 15