GWM
BOX icon

Gilpin Wealth Management’s Box BOX Stock Holding History

Gilpin Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$737 Hold
22
– – ﹤0.01% 739
2026
Q2 		$584 Sell
22
-1
-4% -$25 ﹤0.01% 628
2026
Q1 		$544 Buy
23
+9
+64% +$226 ﹤0.01% 588
2025
Q4 		$419 Buy
+14
New +$439 ﹤0.01% 481

Other funds holding BOX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

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

Gilpin Wealth Management held its Box (BOX) position steady in Q3 2026 at 22 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Gilpin Wealth Management first reported a position in BOX in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Gilpin Wealth Management held 22 shares of Box worth $737 as of Q3 2026.
  • Gilpin Wealth Management left its Box share count unchanged in Q3 2026.
  • Box made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #739 holding.
  • Gilpin Wealth Management first reported a position in Box in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Box as of Q3 2026.

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