GWM
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Gilpin Wealth Management’s Crescent Energy CRGY Stock Holding History

Gilpin Wealth Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$516 Buy
40
+3
+8% +$37 ﹤0.01% 827
2026
Q2 		$364 Buy
37
+5
+16% +$61 ﹤0.01% 774
2026
Q1 		$432 Buy
32
+24
+300% +$251 ﹤0.01% 662
2025
Q4 		$68 Buy
+8
New +$70 ﹤0.01% 907

Other funds holding CRGY

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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 CRGY Position: Q3 2026 in Review

Gilpin Wealth Management increased its Crescent Energy (CRGY) stake by 8.1% in Q3 2026, buying an estimated $37 and bringing the position to 40 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Gilpin Wealth Management first reported a position in CRGY in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • Gilpin Wealth Management held 40 shares of Crescent Energy worth $516 as of Q3 2026.
  • Gilpin Wealth Management bought 3 Crescent Energy shares in Q3 2026, an estimated $37.
  • Crescent Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #827 holding.
  • Gilpin Wealth Management first reported a position in Crescent Energy in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

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