GWM
INVX icon

Gilpin Wealth Management’s Innovex International INVX Stock Holding History

Gilpin Wealth Management’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217 Sell
8
-2
-20% -$56 ﹤0.01% 1097
2026
Q2 		$248 Hold
10
– – ﹤0.01% 869
2026
Q1 		$244 Buy
10
+4
+67% +$100 ﹤0.01% 811
2025
Q4 		$132 Buy
+6
New +$125 ﹤0.01% 766

Other funds holding INVX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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 INVX Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Innovex International (INVX) stake by 20% in Q3 2026, selling an estimated $56 and leaving 8 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Gilpin Wealth Management first reported a position in INVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $248 in Q2 2026. 8 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

  • Gilpin Wealth Management held 8 shares of Innovex International worth $217 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Innovex International shares in Q3 2026, an estimated $56.
  • Innovex International made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1097 holding.
  • Gilpin Wealth Management first reported a position in Innovex International in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Innovex International position peaked at $248 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

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