Position in CW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$234,905
+$14,949 QoQ
Shares Held
310
-22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#757
of 944 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GK Wealth Management LLC holds $1,754,129 across 4 Aerospace & Defense names. CW ranks #3 (13.4% of the industry book) .
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,905 | 310 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $219,956 | 399 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $265,497 | 489 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $240,855 | 493 | Shares | Defined | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||