GWM
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Gilpin Wealth Management’s GMO International Value ETF GMOI Stock Holding History

Gilpin Wealth Management’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$92.3K Sell
2,329
-71
-3% -$2.86K 0.06% 201
2026
Q2 		$90K Buy
2,400
+1,200
+100% +$45.2K 0.06% 190
2026
Q1 		$43.5K Buy
+1,200
New +$43.1K 0.03% 204

Other funds holding GMOI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management reduced its GMO International Value ETF (GMOI) stake by 3% in Q3 2026, selling an estimated $2.86K and leaving 2,329 shares worth $92.3K. The position accounts for 0.06% of the portfolio, ranked #201.

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

  • Gilpin Wealth Management held 2,329 shares of GMO International Value ETF worth $92.3K as of Q3 2026.
  • Gilpin Wealth Management sold 71 GMO International Value ETF shares in Q3 2026, an estimated $2.86K.
  • GMO International Value ETF made up 0.06% of Gilpin Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Gilpin Wealth Management first reported a position in GMO International Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held GMO International Value ETF as of Q3 2026.

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