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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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.

83 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.
  • 83 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.