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Whalen Wealth Management’s Timken Company TKR Stock Holding History

Whalen Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$325K Buy
+2,788
New +$358K 0.14% 154

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GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
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NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Whalen Wealth Management's TKR Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Timken Company (TKR) in Q3 2026: 2,788 shares worth $325K. The stake represents 0.14% of the portfolio and ranks #154 among its holdings.

25 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

  • Whalen Wealth Management held 2,788 shares of Timken Company worth $325K as of Q3 2026.
  • Timken Company was a new Whalen Wealth Management position in Q3 2026.
  • Timken Company made up 0.14% of Whalen Wealth Management's portfolio in Q3 2026, its #154 holding.
  • 25 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.