GK Wealth Management
WLDN icon

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
Q3 		$243K Sell
3,286
-1,556
-32% -$123K 0.14% 140
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

GK Wealth Management reduced its Willdan Group (WLDN) stake by 32% in Q3 2026, selling an estimated $123K and leaving 3,286 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #140.

GK Wealth Management first reported a position in WLDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $383K in Q2 2026. 49 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • GK Wealth Management held 3,286 shares of Willdan Group worth $243K as of Q3 2026.
  • GK Wealth Management sold 1,556 Willdan Group shares in Q3 2026, an estimated $123K.
  • Willdan Group made up 0.14% of GK Wealth Management's portfolio in Q3 2026, its #140 holding.
  • GK Wealth Management first reported a position in Willdan Group in Q4 2025 and has held it in 3 quarters since.
  • GK Wealth Management's Willdan Group position peaked at $383K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

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