GWM
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Gilpin Wealth Management’s Deluxe DLX Stock Holding History

Gilpin Wealth Management’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46 Sell
2
-4
-67% -$98 ﹤0.01% 1394
2026
Q2 		$144 Sell
6
-2
-25% -$52 ﹤0.01% 984
2026
Q1 		$221 Buy
8
+5
+167% +$131 ﹤0.01% 835
2025
Q4 		$67 Buy
+3
New +$60 ﹤0.01% 910

Other funds holding DLX

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Deluxe (DLX) stake by 67% in Q3 2026, selling an estimated $98 and leaving 2 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Gilpin Wealth Management first reported a position in DLX in Q4 2025 and has held it in 4 quarters since. The position peaked at $221 in Q1 2026. 17 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Deluxe worth $46 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Deluxe shares in Q3 2026, an estimated $98.
  • Deluxe made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1394 holding.
  • Gilpin Wealth Management first reported a position in Deluxe in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Deluxe position peaked at $221 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

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