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Gilpin Wealth Management’s HealthStream HSTM Stock Holding History

Gilpin Wealth Management’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$298 Hold
10
– – ﹤0.01% 1008
2026
Q2 		$273 Sell
10
-2
-17% -$47 ﹤0.01% 849
2026
Q1 		$249 Buy
12
+7
+140% +$149 ﹤0.01% 804
2025
Q4 		$116 Buy
+5
New +$126 ﹤0.01% 800

Other funds holding HSTM

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its HealthStream (HSTM) position steady in Q3 2026 at 10 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Gilpin Wealth Management first reported a position in HSTM in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of HealthStream worth $298 as of Q3 2026.
  • Gilpin Wealth Management left its HealthStream share count unchanged in Q3 2026.
  • HealthStream made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1008 holding.
  • Gilpin Wealth Management first reported a position in HealthStream in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

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