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GK Wealth Management’s Willdan Group WLDN Stock Holding History

GK Wealth Management’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
+4,842
New +$412K 0.2% 125
2026
Q1 		– Sell
-2,036
Closed -$211K – 218
2025
Q4 		$211K Buy
+2,036
New +$200K 0.14% 172

Other funds holding WLDN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

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

GK Wealth Management opened a new position in Willdan Group (WLDN) in Q2 2026: 4,842 shares worth $383K. The stake represents 0.2% of the portfolio and ranks #125 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in WLDN as recently as Q4 2025.

GK Wealth Management first reported a position in WLDN in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • GK Wealth Management held 4,842 shares of Willdan Group worth $383K as of Q2 2026.
  • Willdan Group was a new GK Wealth Management position in Q2 2026.
  • Willdan Group made up 0.2% of GK Wealth Management's portfolio in Q2 2026, its #125 holding.
  • GK Wealth Management first reported a position in Willdan Group in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

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