GWM
C icon

Gilpin Wealth Management’s Citigroup C Stock Holding History

Gilpin Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1K Buy
78
+43
+123% +$5.79K 0.01% 345
2026
Q2 		$4.9K Hold
35
– – ﹤0.01% 372
2026
Q1 		$3.97K Hold
35
– – ﹤0.01% 372
2025
Q4 		$4.09K Buy
+35
New +$3.63K ﹤0.01% 353

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management increased its Citigroup (C) stake by 123% in Q3 2026, buying an estimated $5.79K and bringing the position to 78 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #345.

Gilpin Wealth Management first reported a position in C in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Gilpin Wealth Management held 78 shares of Citigroup worth $10.1K as of Q3 2026.
  • Gilpin Wealth Management bought 43 Citigroup shares in Q3 2026, an estimated $5.79K.
  • Citigroup made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #345 holding.
  • Gilpin Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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