Gilpin Wealth Management’s CorVel CRVL Stock Holding History

Gilpin Wealth Management’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$522	Hold	7	–	–	﹤0.01%	824
2026 Q2	$438	Buy	7 +3	+75%	+$175	﹤0.01%	719
2026 Q1	$219	Buy	4 +1	+33%	+$58	﹤0.01%	838
2025 Q4	$204	Buy	+3	New	+$217	﹤0.01%	654

Other funds holding CRVL

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its CorVel (CRVL) position steady in Q3 2026 at 7 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #824.

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

Gilpin Wealth Management held 7 shares of CorVel worth $522 as of Q3 2026.
Gilpin Wealth Management left its CorVel share count unchanged in Q3 2026.
CorVel made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #824 holding.
Gilpin Wealth Management first reported a position in CorVel in Q4 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

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