GWM
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Gilpin Wealth Management’s BlackLine BL Stock Holding History

Gilpin Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197 Buy
+7
New +$209 ﹤0.01% 924
2026
Q1 		– Sell
-4
Closed -$222 – 1008
2025
Q4 		$222 Buy
+4
New +$220 ﹤0.01% 628

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Gilpin Wealth Management's BL Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in BlackLine (BL) in Q2 2026: 7 shares worth $197. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in BL as recently as Q4 2025.

Gilpin Wealth Management first reported a position in BL in Q4 2025 and has held it in 2 quarters since. The position peaked at $222 in Q4 2025. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Gilpin Wealth Management held 7 shares of BlackLine worth $197 as of Q2 2026.
  • BlackLine was a new Gilpin Wealth Management position in Q2 2026.
  • BlackLine made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #924 holding.
  • Gilpin Wealth Management first reported a position in BlackLine in Q4 2025 and has held it in 2 quarters since.
  • Gilpin Wealth Management's BlackLine position peaked at $222 in Q4 2025.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.