Position in COSO
as of Sep 30, 2026
· filed Oct 9, 2026
Position Value
$157
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 3 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Sep 30, 2026GK Wealth Management LLC holds $921,656 across 109 Banks - Regional names. COSO ranks #64 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
2,928 | $360,436 | |
| 2 | USB |
US Bancorp De
|
2,301 | $132,905 | |
| 3 | UMBF |
Umb Financial Corp
|
610 | $79,306 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
149 | $33,116 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
207 | $31,602 | |
| 6 | NU |
Nu Holdings Ltd.
|
2,450 | $31,017 | |
| 7 | KEY |
Keycorp /New/
|
1,481 | $29,723 | |
| 8 | HAPN |
Happen, Inc.
|
1,895 | $28,008 |
All Filings in COSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $157 | 6 | Shares | Sole | 2026-10-09 | |
| No filing history on record for this holder in this stock. | ||||||