GWM
HIO

Gilpin Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Gilpin Wealth Management’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.47K Hold
2,602
– – 0.01% 315
2026
Q1 		$9.45K Hold
2,602
– – 0.01% 295
2025
Q4 		$9.65K Buy
+2,602
New +$9.86K 0.01% 289

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Gilpin Wealth Management's HIO Position: Q2 2026 in Review

Gilpin Wealth Management held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 2,602 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #315.

Gilpin Wealth Management first reported a position in HIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.65K in Q4 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Gilpin Wealth Management held 2,602 shares of Western Asset High Income Opportunity Fund worth $9.47K as of Q2 2026.
  • Gilpin Wealth Management left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
  • Western Asset High Income Opportunity Fund made up 0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Gilpin Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Western Asset High Income Opportunity Fund position peaked at $9.65K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.