GWM
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Gilpin Wealth Management’s HCI Group HCI Stock Holding History

Gilpin Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$348 Hold
2
– – ﹤0.01% 958
2026
Q2 		$351 Buy
2
+1
+100% +$158 ﹤0.01% 783
2026
Q1 		$155 Hold
1
– – ﹤0.01% 907
2025
Q4 		$192 Buy
+1
New +$188 ﹤0.01% 669

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Gilpin Wealth Management held its HCI Group (HCI) position steady in Q3 2026 at 2 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Gilpin Wealth Management first reported a position in HCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $351 in Q2 2026. 15 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of HCI Group worth $348 as of Q3 2026.
  • Gilpin Wealth Management left its HCI Group share count unchanged in Q3 2026.
  • HCI Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #958 holding.
  • Gilpin Wealth Management first reported a position in HCI Group in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's HCI Group position peaked at $351 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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