GWM
FWRD icon

Gilpin Wealth Management’s Forward Air FWRD Stock Holding History

Gilpin Wealth Management’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$92 Hold
6
– – ﹤0.01% 1321
2026
Q2 		$82 Buy
6
+2
+50% +$30 ﹤0.01% 1029
2026
Q1 		$67 Buy
+4
New +$97 ﹤0.01% 977

Other funds holding FWRD

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Gilpin Wealth Management held its Forward Air (FWRD) position steady in Q3 2026 at 6 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Gilpin Wealth Management first reported a position in FWRD in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Forward Air worth $92 as of Q3 2026.
  • Gilpin Wealth Management left its Forward Air share count unchanged in Q3 2026.
  • Forward Air made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1321 holding.
  • Gilpin Wealth Management first reported a position in Forward Air in Q1 2026 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

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