GWM
GO icon

Gilpin Wealth Management’s Grocery Outlet GO Stock Holding History

Gilpin Wealth Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$169 Hold
15
– – ﹤0.01% 1179
2026
Q2 		$150 Buy
+15
New +$123 ﹤0.01% 976
2026
Q1 		– Sell
-10
Closed -$101 – 1027
2025
Q4 		$101 Buy
+10
New +$126 ﹤0.01% 830

Other funds holding GO

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its Grocery Outlet (GO) position steady in Q3 2026 at 15 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Gilpin Wealth Management first reported a position in GO in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of Grocery Outlet worth $169 as of Q3 2026.
  • Gilpin Wealth Management left its Grocery Outlet share count unchanged in Q3 2026.
  • Grocery Outlet made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1179 holding.
  • Gilpin Wealth Management first reported a position in Grocery Outlet in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

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