GWM
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Gilpin Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Gilpin Wealth Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46 Buy
+1
New +$60 ﹤0.01% 1395
2026
Q1 		– Sell
-2
Closed -$148 – 1028
2025
Q4 		$148 Buy
+2
New +$142 ﹤0.01% 735

Other funds holding GSHD

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 1 share worth $46. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in GSHD as recently as Q4 2025.

Gilpin Wealth Management first reported a position in GSHD in Q4 2025 and has held it in 2 quarters since. The position peaked at $148 in Q4 2025. 7 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Gilpin Wealth Management held 1 share of Goosehead Insurance worth $46 as of Q3 2026.
  • Goosehead Insurance was a new Gilpin Wealth Management position in Q3 2026.
  • Goosehead Insurance made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1395 holding.
  • Gilpin Wealth Management first reported a position in Goosehead Insurance in Q4 2025 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Goosehead Insurance position peaked at $148 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

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