GWM
ITRI icon

Gilpin Wealth Management’s Itron ITRI Stock Holding History

Gilpin Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433 Sell
5
-2
-29% -$171 ﹤0.01% 724
2026
Q1 		$628 Buy
7
+6
+600% +$576 ﹤0.01% 552
2025
Q4 		$93 Buy
+1
New +$109 ﹤0.01% 850

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Gilpin Wealth Management's ITRI Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Itron (ITRI) stake by 29% in Q2 2026, selling an estimated $171 and leaving 5 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Gilpin Wealth Management first reported a position in ITRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $628 in Q1 2026. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of Itron worth $433 as of Q2 2026.
  • Gilpin Wealth Management sold 2 Itron shares in Q2 2026, an estimated $171.
  • Itron made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #724 holding.
  • Gilpin Wealth Management first reported a position in Itron in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Itron position peaked at $628 in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.