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Gilpin Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Gilpin Wealth Management’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$315 Buy
9
+2
+29% +$72 ﹤0.01% 990
2026
Q2 		$252 Sell
7
-4
-36% -$140 ﹤0.01% 864
2026
Q1 		$402 Buy
11
+7
+175% +$277 ﹤0.01% 687
2025
Q4 		$153 Buy
+4
New +$158 ﹤0.01% 727

Other funds holding EPAC

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Gilpin Wealth Management increased its Enerpac Tool Group (EPAC) stake by 29% in Q3 2026, buying an estimated $72 and bringing the position to 9 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Gilpin Wealth Management first reported a position in EPAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $402 in Q1 2026. 14 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Enerpac Tool Group worth $315 as of Q3 2026.
  • Gilpin Wealth Management bought 2 Enerpac Tool Group shares in Q3 2026, an estimated $72.
  • Enerpac Tool Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #990 holding.
  • Gilpin Wealth Management first reported a position in Enerpac Tool Group in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Enerpac Tool Group position peaked at $402 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

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