GWM
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Gilpin Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Gilpin Wealth Management’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.7K Buy
1,300
+1,000
+333% +$36.8K 0.03% 233
2026
Q2 		$16.8K Buy
300
+200
+200% +$9.13K 0.01% 276
2026
Q1 		$2.93K Buy
+100
New +$3.33K ﹤0.01% 398

Other funds holding FPS

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Gilpin Wealth Management increased its Forgent Power Solutions (FPS) stake by 333% in Q3 2026, buying an estimated $36.8K and bringing the position to 1,300 shares worth $48.7K. The position accounts for 0.03% of the portfolio, ranked #233.

Gilpin Wealth Management first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Gilpin Wealth Management held 1,300 shares of Forgent Power Solutions worth $48.7K as of Q3 2026.
  • Gilpin Wealth Management bought 1,000 Forgent Power Solutions shares in Q3 2026, an estimated $36.8K.
  • Forgent Power Solutions made up 0.03% of Gilpin Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Gilpin Wealth Management first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

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