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Gilpin Wealth Management’s Harmonic Inc HLIT Stock Holding History

Gilpin Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$307 Sell
29
-3
-9% -$36 ﹤0.01% 999
2026
Q2 		$523 Sell
32
-7
-18% -$89 ﹤0.01% 660
2026
Q1 		$351 Buy
39
+27
+225% +$268 ﹤0.01% 726
2025
Q4 		$119 Buy
+12
New +$121 ﹤0.01% 795

Other funds holding HLIT

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Harmonic Inc (HLIT) stake by 9.4% in Q3 2026, selling an estimated $36 and leaving 29 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Gilpin Wealth Management first reported a position in HLIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $523 in Q2 2026. 10 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

  • Gilpin Wealth Management held 29 shares of Harmonic Inc worth $307 as of Q3 2026.
  • Gilpin Wealth Management sold 3 Harmonic Inc shares in Q3 2026, an estimated $36.
  • Harmonic Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #999 holding.
  • Gilpin Wealth Management first reported a position in Harmonic Inc in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Harmonic Inc position peaked at $523 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

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