TWD
GBFH

True Wealth Design’s GBank Financial Holdings GBFH Stock Holding History

True Wealth Design’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$789 Buy
+26
New +$759 ﹤0.01% 2069

Other funds holding GBFH

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

True Wealth Design's GBFH Position: Q2 2026 in Review

True Wealth Design opened a new position in GBank Financial Holdings (GBFH) in Q2 2026: 26 shares worth $789. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings.

13 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • True Wealth Design held 26 shares of GBank Financial Holdings worth $789 as of Q2 2026.
  • GBank Financial Holdings was a new True Wealth Design position in Q2 2026.
  • GBank Financial Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2069 holding.
  • 13 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.