GWM
HCC icon

Gilpin Wealth Management’s Warrior Met Coal HCC Stock Holding History

Gilpin Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$529 Sell
6
-1
-14% -$91 ﹤0.01% 821
2026
Q2 		$569 Buy
7
+2
+40% +$181 ﹤0.01% 632
2026
Q1 		$466 Buy
5
+1
+25% +$90 ﹤0.01% 637
2025
Q4 		$353 Buy
+4
New +$301 ﹤0.01% 510

Other funds holding HCC

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 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
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 HCC Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Warrior Met Coal (HCC) stake by 14% in Q3 2026, selling an estimated $91 and leaving 6 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Gilpin Wealth Management first reported a position in HCC in Q4 2025 and has held it in 4 quarters since. The position peaked at $569 in Q2 2026. 10 funds tracked by Wall St. Rank hold HCC as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Warrior Met Coal worth $529 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Warrior Met Coal share in Q3 2026, an estimated $91.
  • Warrior Met Coal made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #821 holding.
  • Gilpin Wealth Management first reported a position in Warrior Met Coal in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Warrior Met Coal position peaked at $569 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2026.

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