GWM
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Gilpin Wealth Management’s Central Pacific Financial CPF Stock Holding History

Gilpin Wealth Management’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$324 Hold
9
– – ﹤0.01% 979
2026
Q2 		$344 Hold
9
– – ﹤0.01% 786
2026
Q1 		$288 Buy
9
+1
+13% +$32 ﹤0.01% 773
2025
Q4 		$250 Buy
+8
New +$241 ﹤0.01% 593

Other funds holding CPF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its Central Pacific Financial (CPF) position steady in Q3 2026 at 9 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Gilpin Wealth Management first reported a position in CPF in Q4 2025 and has held it in 4 quarters since. The position peaked at $344 in Q2 2026. 9 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Central Pacific Financial worth $324 as of Q3 2026.
  • Gilpin Wealth Management left its Central Pacific Financial share count unchanged in Q3 2026.
  • Central Pacific Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #979 holding.
  • Gilpin Wealth Management first reported a position in Central Pacific Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Central Pacific Financial position peaked at $344 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

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