GK Wealth Management
WFC icon

GK Wealth Management’s Wells Fargo WFC Stock Holding History

GK Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Sell
4,070
-1,253
-24% -$108K 0.18% 101
2026
Q2 		$440K Buy
+5,323
New +$428K 0.23% 112
2026
Q1 		– Sell
-5,339
Closed -$498K – 217
2025
Q4 		$498K Sell
5,339
-407
-7% -$35.3K 0.33% 76
2025
Q3 		$482K Buy
5,746
+551
+11% +$44.7K 0.35% 73
2025
Q2 		$416K Sell
5,195
-150
-3% -$10.8K 0.38% 69
2025
Q1 		$384K Buy
5,345
+1,191
+29% +$89.4K 0.44% 60
2024
Q4 		$292K Buy
+4,154
New +$284K 0.37% 86

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

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

GK Wealth Management reduced its Wells Fargo (WFC) stake by 24% in Q3 2026, selling an estimated $108K and leaving 4,070 shares worth $326K. The position accounts for 0.18% of the portfolio, ranked #101.

GK Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $498K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • GK Wealth Management held 4,070 shares of Wells Fargo worth $326K as of Q3 2026.
  • GK Wealth Management sold 1,253 Wells Fargo shares in Q3 2026, an estimated $108K.
  • Wells Fargo made up 0.18% of GK Wealth Management's portfolio in Q3 2026, its #101 holding.
  • GK Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's Wells Fargo position peaked at $498K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

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