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Profesionally Managed Portfo shares owned by GK Wealth Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by GK Wealth Management from 13F filings

Historical chart of GK Wealth Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by GK Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by GK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 9.4k 33.31

More positions owned by GK Wealth Management

Lithium Amers Corp Com Shs (LAC)
Amazon (AMZN)
Tesla Motors (TSLA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Silver Tr Ishares (SLV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for GK Wealth Management

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo