GWM
FLS icon

Gilpin Wealth Management’s Flowserve FLS Stock Holding History

Gilpin Wealth Management’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$122K Sell
1,665
-100
-6% -$7.51K 0.08% 171
2026
Q2 		$131K Buy
1,765
+100
+6% +$7.6K 0.09% 160
2026
Q1 		$122K Buy
1,665
+1,465
+733% +$116K 0.1% 152
2025
Q4 		$13.9K Buy
+200
New +$12.9K 0.01% 266

Other funds holding FLS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Flowserve (FLS) stake by 5.7% in Q3 2026, selling an estimated $7.51K and leaving 1,665 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #171.

Gilpin Wealth Management first reported a position in FLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $131K in Q2 2026. 22 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

  • Gilpin Wealth Management held 1,665 shares of Flowserve worth $122K as of Q3 2026.
  • Gilpin Wealth Management sold 100 Flowserve shares in Q3 2026, an estimated $7.51K.
  • Flowserve made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Gilpin Wealth Management first reported a position in Flowserve in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Flowserve position peaked at $131K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

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