SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / GK

Gerber Kawasaki Wealth & Investment Management’s Advisorshares Tr Position

Does Gerber Kawasaki Wealth & Investment Management own Advisorshares Tr (GK)? Yes948.3K shares worth $22M (+0.71% of its 13F portfolio) as of Q1 2026, up from 934.7K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
948.3K
% of Portfolio
+0.71%
Quarters Held
18
currently held

Position History GK

Reported value by quarter
Q3 ’21: $5MQ3 ’21Q4 ’21: $14MQ1 ’22: $10MQ2 ’22: $7MQ2 ’22Q4 ’22: $7MQ1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $10MQ4 ’23: $12MQ1 ’24: $15MQ1 ’24Q2 ’24: $17MQ3 ’24: $18MQ4 ’24: $19MQ4 ’24Q1 ’25: $17MQ2 ’25: $22MQ3 ’25: $24MQ3 ’25Q4 ’25: $24MQ1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026948.3K$22M+0.71%
Q4 2025934.7K$24M+0.84%
Q3 2025920.5K$24M+0.83%
Q2 2025907.0K$22M+0.84%
Q1 2025895.0K$17M+0.78%
Q4 2024882.5K$19M+0.84%
Q3 2024821.0K$18M+0.81%
Q2 2024779.5K$17M+0.84%
Q1 2024720.0K$15M+0.81%
Q4 2023641.3K$12M+0.70%
Q3 2023580.9K$10M+0.65%
Q2 2023529.0K$9M+0.64%
Q1 2023496.6K$8M+0.67%
Q4 2022466.0K$7M+0.62%
Q2 2022433.9K$7M+0.67%
Q1 2022452.0K$10M+0.84%
Q4 2021529.8K$14M+1.12%
Q3 2021186.7K$5M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gerber Kawasaki Wealth & Investment Management’s full portfolio or all institutional holders of GK.