GWM
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Gilpin Wealth Management’s Cedar Fair FUN Stock Holding History

Gilpin Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$97 Sell
9
-13
-59% -$209 ﹤0.01% 1304
2026
Q2 		$469 Sell
22
-1
-4% -$20 ﹤0.01% 696
2026
Q1 		$409 Buy
23
+14
+156% +$236 ﹤0.01% 679
2025
Q4 		$139 Buy
+9
New +$163 ﹤0.01% 756

Other funds holding FUN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Cedar Fair (FUN) stake by 59% in Q3 2026, selling an estimated $209 and leaving 9 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Gilpin Wealth Management first reported a position in FUN in Q4 2025 and has held it in 4 quarters since. The position peaked at $469 in Q2 2026. 8 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Cedar Fair worth $97 as of Q3 2026.
  • Gilpin Wealth Management sold 13 Cedar Fair shares in Q3 2026, an estimated $209.
  • Cedar Fair made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1304 holding.
  • Gilpin Wealth Management first reported a position in Cedar Fair in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Cedar Fair position peaked at $469 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

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