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Gilpin Wealth Management’s Allison Transmission ALSN Stock Holding History

Gilpin Wealth Management’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.44K Buy
+48
New +$5.79K ﹤0.01% 423
2026
Q2 		– Sell
-100
Closed -$11.7K – 1070
2026
Q1 		$11.7K Hold
100
– – 0.01% 282
2025
Q4 		$9.79K Buy
+100
New +$8.77K 0.01% 287

Other funds holding ALSN

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in Allison Transmission (ALSN) in Q3 2026: 48 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in ALSN as recently as Q1 2026.

Gilpin Wealth Management first reported a position in ALSN in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2026. 21 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Gilpin Wealth Management held 48 shares of Allison Transmission worth $5.44K as of Q3 2026.
  • Allison Transmission was a new Gilpin Wealth Management position in Q3 2026.
  • Allison Transmission made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #423 holding.
  • Gilpin Wealth Management first reported a position in Allison Transmission in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Allison Transmission position peaked at $11.7K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

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