Gilpin Wealth Management’s Innoviva INVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$191	Sell	9 -6	-40%	-$127	﹤0.01%	1133
2026 Q2	$341	Buy	15 +4	+36%	+$92	﹤0.01%	788
2026 Q1	$257	Buy	11 +5	+83%	+$108	﹤0.01%	798
2025 Q4	$120	Buy	+6	New	+$117	﹤0.01%	791

Other funds holding INVA

FFA

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

DCM

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

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

Gilpin Wealth Management reduced its Innoviva (INVA) stake by 40% in Q3 2026, selling an estimated $127 and leaving 9 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Gilpin Wealth Management first reported a position in INVA in Q4 2025 and has held it in 4 quarters since. The position peaked at $341 in Q2 2026. 7 funds tracked by Wall St. Rank hold INVA as of Q3 2026.

Gilpin Wealth Management held 9 shares of Innoviva worth $191 as of Q3 2026.
Gilpin Wealth Management sold 6 Innoviva shares in Q3 2026, an estimated $127.
Innoviva made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1133 holding.
Gilpin Wealth Management first reported a position in Innoviva in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Innoviva position peaked at $341 in Q2 2026.
7 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

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