GWM
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Gilpin Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Gilpin Wealth Management’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257 Hold
2
– – ﹤0.01% 1043
2026
Q2 		$245 Sell
2
-1
-33% -$125 ﹤0.01% 872
2026
Q1 		$380 Buy
3
+1
+50% +$129 ﹤0.01% 698
2025
Q4 		$250 Buy
+2
New +$264 ﹤0.01% 594

Other funds holding CPK

CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management held its Chesapeake Utilities (CPK) position steady in Q3 2026 at 2 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Gilpin Wealth Management first reported a position in CPK in Q4 2025 and has held it in 4 quarters since. The position peaked at $380 in Q1 2026. 14 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Chesapeake Utilities worth $257 as of Q3 2026.
  • Gilpin Wealth Management left its Chesapeake Utilities share count unchanged in Q3 2026.
  • Chesapeake Utilities made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1043 holding.
  • Gilpin Wealth Management first reported a position in Chesapeake Utilities in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Chesapeake Utilities position peaked at $380 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

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