GWM
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Gilpin Wealth Management’s Helmerich & Payne HP Stock Holding History

Gilpin Wealth Management’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$446 Sell
12
-1
-8% -$39 ﹤0.01% 879
2026
Q2 		$426 Hold
13
– – ﹤0.01% 729
2026
Q1 		$469 Buy
13
+6
+86% +$205 ﹤0.01% 635
2025
Q4 		$201 Buy
+7
New +$186 ﹤0.01% 656

Other funds holding HP

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Helmerich & Payne (HP) stake by 7.7% in Q3 2026, selling an estimated $39 and leaving 12 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Gilpin Wealth Management first reported a position in HP in Q4 2025 and has held it in 4 quarters since. The position peaked at $469 in Q1 2026. 12 funds tracked by Wall St. Rank hold HP as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Helmerich & Payne worth $446 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Helmerich & Payne share in Q3 2026, an estimated $39.
  • Helmerich & Payne made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #879 holding.
  • Gilpin Wealth Management first reported a position in Helmerich & Payne in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Helmerich & Payne position peaked at $469 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

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