Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$210,068
+$6,949 QoQ
Shares Held
762
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,330
of 1,682 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GK Wealth Management LLC holds $1,031,753 across 3 Healthcare Plans names. CI ranks #3 (20.4% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,068 | 762 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $203,119 | 738 | Shares | Defined | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||