Gilpin Wealth Management’s Herc Holdings HRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250	Buy	+2	New	+$300	﹤0.01%	1055

Other funds holding HRI

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in Herc Holdings (HRI) in Q3 2026: 2 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

11 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

Gilpin Wealth Management held 2 shares of Herc Holdings worth $250 as of Q3 2026.
Herc Holdings was a new Gilpin Wealth Management position in Q3 2026.
Herc Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1055 holding.
11 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

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