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Gilpin Wealth Management’s Heartland Express HTLD Stock Holding History

Gilpin Wealth Management’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$384 Hold
33
– – ﹤0.01% 932
2026
Q2 		$503 Hold
33
– – ﹤0.01% 675
2026
Q1 		$344 Buy
33
+21
+175% +$222 ﹤0.01% 730
2025
Q4 		$109 Buy
+12
New +$100 ﹤0.01% 816

Other funds holding HTLD

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Gilpin Wealth Management held its Heartland Express (HTLD) position steady in Q3 2026 at 33 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Gilpin Wealth Management first reported a position in HTLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $503 in Q2 2026. 12 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Gilpin Wealth Management held 33 shares of Heartland Express worth $384 as of Q3 2026.
  • Gilpin Wealth Management left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #932 holding.
  • Gilpin Wealth Management first reported a position in Heartland Express in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Heartland Express position peaked at $503 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

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