Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$439,892
-$57,702 QoQ
Shares Held
5,323
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,893
of 2,858 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GK Wealth Management LLC holds $2,049,316 across 5 Banks - Diversified names. WFC ranks #2 (21.5% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,892 | 5,323 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $497,594 | 5,339 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $481,629 | 5,746 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $416,223 | 5,195 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $383,717 | 5,345 | Shares | Defined | 2025-07-08 | |
| 2024-12-31 | $291,776 | 4,154 | Shares | Defined | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||