GWM
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GK Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

GK Wealth Management’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,200
Closed -$237K – 266
2026
Q1 		$237K Buy
+3,200
New +$255K 0.21% 47

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return

GK Wealth Management's VOTE Position: Q2 2026 in Review

GK Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2026, closing a stake of 3,200 shares — an estimated $237K sold.

GK Wealth Management first reported a position in VOTE in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 35 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • GK Wealth Management reported no remaining TCW Transform 500 ETF position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 3,200 TCW Transform 500 ETF shares in Q2 2026, an estimated $237K.
  • GK Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's TCW Transform 500 ETF position peaked at $237K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.