Gilpin Wealth Management
DV icon

Gilpin Wealth Management’s DoubleVerify DV Stock Holding History

Gilpin Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$284 Hold
21
– – ﹤0.01% 1021
2026
Q2 		$228 Buy
21
+19
+950% +$195 ﹤0.01% 884
2026
Q1 		$19 Sell
2
-4
-67% -$41 ﹤0.01% 996
2025
Q4 		$69 Buy
+6
New +$66 ﹤0.01% 904

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

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

Gilpin Wealth Management held its DoubleVerify (DV) position steady in Q3 2026 at 21 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Gilpin Wealth Management first reported a position in DV in Q4 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Gilpin Wealth Management held 21 shares of DoubleVerify worth $284 as of Q3 2026.
  • Gilpin Wealth Management left its DoubleVerify share count unchanged in Q3 2026.
  • DoubleVerify made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1021 holding.
  • Gilpin Wealth Management first reported a position in DoubleVerify in Q4 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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