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Gilpin Wealth Management’s HNI Corp HNI Stock Holding History

Gilpin Wealth Management’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$272 Buy
+6
New +$274 ﹤0.01% 1034
2026
Q1 		– Sell
-5
Closed -$211 – 1032
2025
Q4 		$211 Buy
+5
New +$211 ﹤0.01% 648

Other funds holding HNI

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in HNI Corp (HNI) in Q3 2026: 6 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in HNI as recently as Q4 2025.

Gilpin Wealth Management first reported a position in HNI in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of HNI Corp worth $272 as of Q3 2026.
  • HNI Corp was a new Gilpin Wealth Management position in Q3 2026.
  • HNI Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1034 holding.
  • Gilpin Wealth Management first reported a position in HNI Corp in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

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