GWM
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Gilpin Wealth Management’s Assured Guaranty AGO Stock Holding History

Gilpin Wealth Management’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$136 Buy
+2
New +$155 ﹤0.01% 1232
2026
Q2 		– Sell
-3
Closed -$245 – 1068
2026
Q1 		$245 Sell
3
-1
-25% -$85 ﹤0.01% 808
2025
Q4 		$360 Buy
+4
New +$345 ﹤0.01% 506

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's AGO Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in Assured Guaranty (AGO) in Q3 2026: 2 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in AGO as recently as Q1 2026.

Gilpin Wealth Management first reported a position in AGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $360 in Q4 2025. 9 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Assured Guaranty worth $136 as of Q3 2026.
  • Assured Guaranty was a new Gilpin Wealth Management position in Q3 2026.
  • Assured Guaranty made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1232 holding.
  • Gilpin Wealth Management first reported a position in Assured Guaranty in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Assured Guaranty position peaked at $360 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.