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CoreCap Advisors’s Forgent Power Solutions FPS Stock Holding History

CoreCap Advisors’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-700
Closed -$39.1K – 3426
2026
Q2 		$39.1K Buy
+700
New +$31.9K ﹤0.01% 1508

Other funds holding FPS

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's FPS Position: Q3 2026 in Review

CoreCap Advisors sold out of Forgent Power Solutions (FPS) in Q3 2026, closing a stake of 700 shares — an estimated $39.1K sold.

CoreCap Advisors first reported a position in FPS in Q2 2026 and held it in 1 quarter. The position peaked at $39.1K in Q2 2026. 12 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • CoreCap Advisors reported no remaining Forgent Power Solutions position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 700 Forgent Power Solutions shares in Q3 2026, an estimated $39.1K.
  • CoreCap Advisors first reported a position in Forgent Power Solutions in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Forgent Power Solutions position peaked at $39.1K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.