Gilpin Wealth Management
BAM icon

Gilpin Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Gilpin Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.92K Hold
200
– – 0.01% 356
2026
Q2 		$8.97K Sell
200
-72
-26% -$3.4K 0.01% 322
2026
Q1 		$12.1K Hold
272
– – 0.01% 279
2025
Q4 		$14.3K Buy
+272
New +$14.6K 0.01% 265

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TD Waterhouse Canada
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Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

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

Gilpin Wealth Management held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 200 shares worth $8.92K. The position accounts for 0.01% of the portfolio, ranked #356.

Gilpin Wealth Management first reported a position in BAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q4 2025. 160 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Gilpin Wealth Management held 200 shares of Brookfield Asset Management worth $8.92K as of Q3 2026.
  • Gilpin Wealth Management left its Brookfield Asset Management share count unchanged in Q3 2026.
  • Brookfield Asset Management made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #356 holding.
  • Gilpin Wealth Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Brookfield Asset Management position peaked at $14.3K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

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