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Gilpin Wealth Management’s Benchmark Electronics BHE Stock Holding History

Gilpin Wealth Management’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$581 Sell
7
-2
-22% -$158 ﹤0.01% 794
2026
Q2 		$889 Hold
9
– – ﹤0.01% 527
2026
Q1 		$505 Buy
9
+5
+125% +$269 ﹤0.01% 615
2025
Q4 		$172 Buy
+4
New +$173 ﹤0.01% 702

Other funds holding BHE

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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Benchmark Electronics (BHE) stake by 22% in Q3 2026, selling an estimated $158 and leaving 7 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Gilpin Wealth Management first reported a position in BHE in Q4 2025 and has held it in 4 quarters since. The position peaked at $889 in Q2 2026. 11 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of Benchmark Electronics worth $581 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Benchmark Electronics shares in Q3 2026, an estimated $158.
  • Benchmark Electronics made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #794 holding.
  • Gilpin Wealth Management first reported a position in Benchmark Electronics in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Benchmark Electronics position peaked at $889 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

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