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Gilpin Wealth Management’s FIVE9 FIVN Stock Holding History

Gilpin Wealth Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$171 Buy
+5
New +$152 ﹤0.01% 1172

Other funds holding FIVN

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in FIVE9 (FIVN) in Q3 2026: 5 shares worth $171. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

11 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of FIVE9 worth $171 as of Q3 2026.
  • FIVE9 was a new Gilpin Wealth Management position in Q3 2026.
  • FIVE9 made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1172 holding.
  • 11 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

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