GWM
CVBF icon

Gilpin Wealth Management’s CVB Financial CVBF Stock Holding History

Gilpin Wealth Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$498 Hold
23
– – ﹤0.01% 840
2026
Q2 		$519 Hold
23
– – ﹤0.01% 665
2026
Q1 		$446 Buy
23
+11
+92% +$216 ﹤0.01% 646
2025
Q4 		$224 Buy
+12
New +$229 ﹤0.01% 623

Other funds holding CVBF

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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management held its CVB Financial (CVBF) position steady in Q3 2026 at 23 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Gilpin Wealth Management first reported a position in CVBF in Q4 2025 and has held it in 4 quarters since. The position peaked at $519 in Q2 2026. 8 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • Gilpin Wealth Management held 23 shares of CVB Financial worth $498 as of Q3 2026.
  • Gilpin Wealth Management left its CVB Financial share count unchanged in Q3 2026.
  • CVB Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #840 holding.
  • Gilpin Wealth Management first reported a position in CVB Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's CVB Financial position peaked at $519 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

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