Gilpin Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Gilpin Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$185	Hold	9	–	–	﹤0.01%	1147
2026 Q2	$222	Sell	9 -4	-31%	-$84	﹤0.01%	893
2026 Q1	$242	Buy	13 +9	+225%	+$178	﹤0.01%	813
2025 Q4	$77	Buy	+4	New	+$72	﹤0.01%	878

Other funds holding HCSG

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

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

Gilpin Wealth Management held its Healthcare Services Group (HCSG) position steady in Q3 2026 at 9 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Gilpin Wealth Management first reported a position in HCSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $242 in Q1 2026. 5 funds tracked by Wall St. Rank hold HCSG as of Q3 2026.

Gilpin Wealth Management held 9 shares of Healthcare Services Group worth $185 as of Q3 2026.
Gilpin Wealth Management left its Healthcare Services Group share count unchanged in Q3 2026.
Healthcare Services Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1147 holding.
Gilpin Wealth Management first reported a position in Healthcare Services Group in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Healthcare Services Group position peaked at $242 in Q1 2026.
5 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2026.

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