GWM
CRI icon

Gilpin Wealth Management’s Carter's CRI Stock Holding History

Gilpin Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$94 Sell
3
-5
-63% -$179 ﹤0.01% 1311
2026
Q2 		$330 Sell
8
-1
-11% -$38 ﹤0.01% 803
2026
Q1 		$322 Buy
9
+6
+200% +$218 ﹤0.01% 749
2025
Q4 		$98 Buy
+3
New +$94 ﹤0.01% 836

Other funds holding CRI

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Carter's (CRI) stake by 63% in Q3 2026, selling an estimated $179 and leaving 3 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Gilpin Wealth Management first reported a position in CRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $330 in Q2 2026. 9 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of Carter's worth $94 as of Q3 2026.
  • Gilpin Wealth Management sold 5 Carter's shares in Q3 2026, an estimated $179.
  • Carter's made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1311 holding.
  • Gilpin Wealth Management first reported a position in Carter's in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Carter's position peaked at $330 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

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