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Gilpin Wealth Management’s Concentra Group Holdings CON Stock Holding History

Gilpin Wealth Management’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$620 Hold
18
– – ﹤0.01% 777
2026
Q2 		$536 Sell
18
-11
-38% -$274 ﹤0.01% 649
2026
Q1 		$623 Buy
29
+19
+190% +$423 ﹤0.01% 554
2025
Q4 		$197 Buy
+10
New +$200 ﹤0.01% 662

Other funds holding CON

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Gilpin Wealth Management held its Concentra Group Holdings (CON) position steady in Q3 2026 at 18 shares worth $620. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Gilpin Wealth Management first reported a position in CON in Q4 2025 and has held it in 4 quarters since. The position peaked at $623 in Q1 2026. 9 funds tracked by Wall St. Rank hold CON as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of Concentra Group Holdings worth $620 as of Q3 2026.
  • Gilpin Wealth Management left its Concentra Group Holdings share count unchanged in Q3 2026.
  • Concentra Group Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #777 holding.
  • Gilpin Wealth Management first reported a position in Concentra Group Holdings in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Concentra Group Holdings position peaked at $623 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

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