GWM
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Gilpin Wealth Management’s CSW Industrials CSW Stock Holding History

Gilpin Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$577 Hold
2
– – ﹤0.01% 797
2026
Q2 		$557 Buy
2
+1
+100% +$277 ﹤0.01% 640
2026
Q1 		$261 Hold
1
– – ﹤0.01% 794
2025
Q4 		$294 Buy
+1
New +$267 ﹤0.01% 552

Other funds holding CSW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Gilpin Wealth Management held its CSW Industrials (CSW) position steady in Q3 2026 at 2 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Gilpin Wealth Management first reported a position in CSW in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of CSW Industrials worth $577 as of Q3 2026.
  • Gilpin Wealth Management left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #797 holding.
  • Gilpin Wealth Management first reported a position in CSW Industrials in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

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