GWM
ECG

Gilpin Wealth Management’s Everus Construction Group ECG Stock Holding History

Gilpin Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$823 Hold
7
– – ﹤0.01% 720
2026
Q2 		$1.16K Hold
7
– – ﹤0.01% 487
2026
Q1 		$827 Buy
7
+3
+75% +$310 ﹤0.01% 507
2025
Q4 		$343 Buy
+4
New +$358 ﹤0.01% 518

Other funds holding ECG

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
DCBT
Dakota Community Bank & Trust Hebron, North Dakota $34.8M AUM 15.52% 1-Year Est. Return

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

Gilpin Wealth Management held its Everus Construction Group (ECG) position steady in Q3 2026 at 7 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Gilpin Wealth Management first reported a position in ECG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.16K in Q2 2026. 20 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of Everus Construction Group worth $823 as of Q3 2026.
  • Gilpin Wealth Management left its Everus Construction Group share count unchanged in Q3 2026.
  • Everus Construction Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #720 holding.
  • Gilpin Wealth Management first reported a position in Everus Construction Group in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Everus Construction Group position peaked at $1.16K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

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