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Gilpin Wealth Management’s Cavco Industries CVCO Stock Holding History

Gilpin Wealth Management’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.12K Hold
2
– – ﹤0.01% 677
2026
Q2 		$1.23K Buy
+2
New +$1.06K ﹤0.01% 480
2026
Q1 		– Sell
-1
Closed -$591 – 1015
2025
Q4 		$591 Buy
+1
New +$567 ﹤0.01% 437

Other funds holding CVCO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its Cavco Industries (CVCO) position steady in Q3 2026 at 2 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Gilpin Wealth Management first reported a position in CVCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23K in Q2 2026. 10 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Cavco Industries worth $1.12K as of Q3 2026.
  • Gilpin Wealth Management left its Cavco Industries share count unchanged in Q3 2026.
  • Cavco Industries made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #677 holding.
  • Gilpin Wealth Management first reported a position in Cavco Industries in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Cavco Industries position peaked at $1.23K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

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