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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

GK Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 5,323 shares worth $440K. The stake represents 0.23% of the portfolio and ranks #112 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in WFC as recently as Q4 2025.

GK Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $498K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

GK Wealth Management held 5,323 shares of Wells Fargo worth $440K as of Q2 2026.
Wells Fargo was a new GK Wealth Management position in Q2 2026.
Wells Fargo made up 0.23% of GK Wealth Management's portfolio in Q2 2026, its #112 holding.
GK Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Wells Fargo position peaked at $498K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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