GWM
DAN icon

Gilpin Wealth Management’s Dana Inc DAN Stock Holding History

Gilpin Wealth Management’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$519 Sell
19
-4
-17% -$115 ﹤0.01% 826
2026
Q2 		$626 Hold
23
– – ﹤0.01% 606
2026
Q1 		$774 Buy
23
+9
+64% +$281 ﹤0.01% 522
2025
Q4 		$333 Buy
+14
New +$296 ﹤0.01% 526

Other funds holding DAN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
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

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

Gilpin Wealth Management reduced its Dana Inc (DAN) stake by 17% in Q3 2026, selling an estimated $115 and leaving 19 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Gilpin Wealth Management first reported a position in DAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $774 in Q1 2026. 24 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

  • Gilpin Wealth Management held 19 shares of Dana Inc worth $519 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Dana Inc shares in Q3 2026, an estimated $115.
  • Dana Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #826 holding.
  • Gilpin Wealth Management first reported a position in Dana Inc in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Dana Inc position peaked at $774 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

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