GWM
CERT icon

Gilpin Wealth Management’s Certara CERT Stock Holding History

Gilpin Wealth Management’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$322 Sell
35
-3
-8% -$24 ﹤0.01% 982
2026
Q2 		$249 Buy
38
+13
+52% +$73 ﹤0.01% 867
2026
Q1 		$143 Buy
25
+18
+257% +$137 ﹤0.01% 917
2025
Q4 		$62 Buy
+7
New +$72 ﹤0.01% 919

Other funds holding CERT

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Certara (CERT) stake by 7.9% in Q3 2026, selling an estimated $24 and leaving 35 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Gilpin Wealth Management first reported a position in CERT in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Gilpin Wealth Management held 35 shares of Certara worth $322 as of Q3 2026.
  • Gilpin Wealth Management sold 3 Certara shares in Q3 2026, an estimated $24.
  • Certara made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #982 holding.
  • Gilpin Wealth Management first reported a position in Certara in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Certara as of Q3 2026.

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