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Gilpin Wealth Management’s Casella Waste Systems CWST Stock Holding History

Gilpin Wealth Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$804 Hold
10
– – ﹤0.01% 726
2026
Q2 		$970 Buy
+10
New +$854 ﹤0.01% 513
2026
Q1 		– Sell
-5
Closed -$490 – 1016
2025
Q4 		$490 Buy
+5
New +$464 ﹤0.01% 455

Other funds holding CWST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 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

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

Gilpin Wealth Management held its Casella Waste Systems (CWST) position steady in Q3 2026 at 10 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Gilpin Wealth Management first reported a position in CWST in Q4 2025 and has held it in 3 quarters since. The position peaked at $970 in Q2 2026. 15 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Casella Waste Systems worth $804 as of Q3 2026.
  • Gilpin Wealth Management left its Casella Waste Systems share count unchanged in Q3 2026.
  • Casella Waste Systems made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #726 holding.
  • Gilpin Wealth Management first reported a position in Casella Waste Systems in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Casella Waste Systems position peaked at $970 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

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