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Gilpin Wealth Management’s Concentrix CNXC Stock Holding History

Gilpin Wealth Management’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$150 Sell
6
-1
-14% -$26 ﹤0.01% 1212
2026
Q2 		$157 Buy
+7
New +$183 ﹤0.01% 969

Other funds holding CNXC

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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Concentrix (CNXC) stake by 14% in Q3 2026, selling an estimated $26 and leaving 6 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Gilpin Wealth Management first reported a position in CNXC in Q2 2026 and has held it in 2 quarters since. The position peaked at $157 in Q2 2026. 12 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Concentrix worth $150 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Concentrix share in Q3 2026, an estimated $26.
  • Concentrix made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1212 holding.
  • Gilpin Wealth Management first reported a position in Concentrix in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Concentrix position peaked at $157 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

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