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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $190M AUM 234 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 218 New 8 Added 8 Reduced 35 Exited
Page 12 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UAMY UNITED STATES ANTIMONY CORP Basic Materials 22,279.0 $162K 0.09% NEW $7.26 -22.6%
222 UUUU ENERGY FUELS INC Energy 10,195.0 $148K 0.08% NEW $14.50 +2.0%
223 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 21,955.0 $142K 0.07% NEW $6.49 +34.8%
224 RXT RACKSPACE TECHNOLOGY INC Technology 21,482.0 $140K 0.07% NEW $6.53 -39.5%
225 IONR IONEER LTD Basic Materials 32,034.0 $139K 0.07% NEW $4.33 -26.1%
226 INFU INFUSYSTEM HLDGS INC Healthcare 13,804.0 $133K 0.07% NEW $9.65 +26.0%
227 QUBT QUANTUM COMPUTING INC Technology 11,908.0 $116K 0.06% NEW $9.70 -6.7%
228 SMR CALL NUSCALE PWR CORP Utilities 12,527.0 $115K 0.06% NEW $9.22 -0.3%
229 ALTO ALTO INGREDIENTS INC Basic Materials 19,184.0 $109K 0.06% NEW $5.70 -26.0%
230 BTG B2GOLD CORP Basic Materials 23,805.0 $89K 0.05% NEW $3.74 +39.0%
231 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 30,059.0 $85K 0.04% NEW $2.83 -14.1%
232 DPRO DRAGANFLY INC. Industrials 10,100.0 $55K 0.03% NEW $5.42 -13.7%
233 ELDN ELEDON PHARMACEUTICALS INC Healthcare 11,487.0 $45K 0.02% NEW $3.94 -9.1%
234 NVX NOVONIX LIMITED Industrials 25,375.0 $12K 0.01% NEW $0.46 -4.0%
Page 12 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Financial Services 19.5%
Communication Services 14.5%
Industrials 6.4%
Basic Materials 5.9%
Healthcare 5.3%
Consumer Cyclical 2.2%
Consumer Defensive 1.9%
Energy 1.4%
Utilities 0.4%