GWM
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Gilpin Wealth Management’s AppFolio APPF Stock Holding History

Gilpin Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.81K Buy
+19
New +$3.77K ﹤0.01% 479

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Gilpin Wealth Management opened a new position in AppFolio (APPF) in Q3 2026: 19 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

11 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Gilpin Wealth Management held 19 shares of AppFolio worth $3.81K as of Q3 2026.
  • AppFolio was a new Gilpin Wealth Management position in Q3 2026.
  • AppFolio made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #479 holding.
  • 11 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

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