GWM
CHEF icon

Gilpin Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Gilpin Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$449 Sell
4
-1
-20% -$107 ﹤0.01% 877
2026
Q2 		$481 Buy
5
+2
+67% +$155 ﹤0.01% 687
2026
Q1 		$179 Hold
3
– – ﹤0.01% 870
2025
Q4 		$187 Buy
+3
New +$180 ﹤0.01% 675

Other funds holding CHEF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Chefs' Warehouse (CHEF) stake by 20% in Q3 2026, selling an estimated $107 and leaving 4 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Gilpin Wealth Management first reported a position in CHEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $481 in Q2 2026. 8 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Chefs' Warehouse worth $449 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Chefs' Warehouse share in Q3 2026, an estimated $107.
  • Chefs' Warehouse made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #877 holding.
  • Gilpin Wealth Management first reported a position in Chefs' Warehouse in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Chefs' Warehouse position peaked at $481 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

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