GWM
AVA icon

Gilpin Wealth Management’s Avista AVA Stock Holding History

Gilpin Wealth Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$457 Sell
13
-4
-24% -$155 ﹤0.01% 870
2026
Q2 		$696 Buy
17
+2
+13% +$82 ﹤0.01% 575
2026
Q1 		$603 Buy
15
+4
+36% +$161 ﹤0.01% 562
2025
Q4 		$424 Buy
+11
New +$430 ﹤0.01% 477

Other funds holding AVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Avista (AVA) stake by 24% in Q3 2026, selling an estimated $155 and leaving 13 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Gilpin Wealth Management first reported a position in AVA in Q4 2025 and has held it in 4 quarters since. The position peaked at $696 in Q2 2026. 11 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Gilpin Wealth Management held 13 shares of Avista worth $457 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Avista shares in Q3 2026, an estimated $155.
  • Avista made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #870 holding.
  • Gilpin Wealth Management first reported a position in Avista in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Avista position peaked at $696 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Avista as of Q3 2026.

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