Position in CVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$306,625
+$54,181 QoQ
Shares Held
2,964
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,481
of 2,054 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS 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. CVS ranks #2 (29.7% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,625 | 2,964 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $252,444 | 3,181 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $262,131 | 3,477 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $236,325 | 3,426 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $253,181 | 3,737 | Shares | Defined | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||