GWM
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GK Wealth Management’s York Water YORW Stock Holding History

GK Wealth Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.67K Buy
+87
New +$2.8K ﹤0.01% 1268

Other funds holding YORW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

GK Wealth Management opened a new position in York Water (YORW) in Q3 2026: 87 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings.

12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • GK Wealth Management held 87 shares of York Water worth $2.67K as of Q3 2026.
  • York Water was a new GK Wealth Management position in Q3 2026.
  • York Water made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1268 holding.
  • 12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

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