RVW Wealth, LLC GBFH β€” GBank Financial Holdings Inc

Ownership history in RVW Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

RVW Wealth, LLC reported GBank Financial Holdings Inc (GBFH) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.33% in 2026 Q1. The latest visible filing shows GBFH at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GBFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RVW Wealth, LLC's position in GBank Financial Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GBFH was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GBFH stock page RVW Wealth, LLC fund profile RVW Wealth, LLC full holdings
How RVW Wealth, LLC held GBFH β€” position size vs. price
% of Fund (quarterly)    GBFH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 158,854 +119,000 +298.6% 0.33% $4.3M 2026-04-08 $28.59
2025 Q4 ADDED β€” β€” β€” 39,854 +6,064 +17.9% 0.10% $1.4M 2026-01-12 $31.30
2025 Q3 ADDED β€” β€” β€” 33,790 +22,515 +199.7% 0.10% $1.3M 2025-10-21 $38.82
2025 Q2 INITIATED β€” β€” β€” 11,275 β€” β€” 0.03% $399K 2025-07-15 $38.70

🏒 Other funds also holding GBFH

As of 2026 Q1 β€” sorted by position size

CHAPIN DAVIS, INC. 3Y 1.39% Arista Wealth Management, LLC 3Y 0.96% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% Nuveen, LLC 0.0% Hughes Financial Services, LLC 0.0% Root Financial Partners, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About RVW Wealth, LLC and GBFH

These are the practical questions this page is built to answer before you even open the full history table.

How long has RVW Wealth, LLC reported owning GBFH?

RVW Wealth, LLC reported GBFH across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GBFH position in RVW Wealth, LLC's portfolio?

The largest reported portfolio weight for GBFH was 0.33% in 2026 Q1.

What is the latest reported GBFH position on this page?

The most recent filing on this page is 2026 Q1, when RVW Wealth, LLC reported 158,854 shares, equal to 0.33% of portfolio, with an estimated market value of $4.3M.

What does the chart on this GBFH ownership page compare?

The chart compares RVW Wealth, LLC's quarterly GBFH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RVW Wealth, LLC time their GBFH position?

Based on 13F filing dates vs. subsequent GBFH price moves, RVW Wealth, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GBFH relative to SPY over the holding period was -41.7%.

← Back to RVW Wealth, LLC Holdings