GWM
CNS icon

Gilpin Wealth Management’s Cohen & Steers CNS Stock Holding History

Gilpin Wealth Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$512 Hold
7
– – ﹤0.01% 830
2026
Q2 		$533 Sell
7
-2
-22% -$141 ﹤0.01% 651
2026
Q1 		$563 Buy
9
+7
+350% +$457 ﹤0.01% 578
2025
Q4 		$126 Buy
+2
New +$130 ﹤0.01% 776

Other funds holding CNS

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Gilpin Wealth Management held its Cohen & Steers (CNS) position steady in Q3 2026 at 7 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Gilpin Wealth Management first reported a position in CNS in Q4 2025 and has held it in 4 quarters since. The position peaked at $563 in Q1 2026. 11 funds tracked by Wall St. Rank hold CNS as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of Cohen & Steers worth $512 as of Q3 2026.
  • Gilpin Wealth Management left its Cohen & Steers share count unchanged in Q3 2026.
  • Cohen & Steers made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #830 holding.
  • Gilpin Wealth Management first reported a position in Cohen & Steers in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Cohen & Steers position peaked at $563 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2026.

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