Gilpin Wealth Management’s JBG SMITH JBGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4	Closed	-$59	–	1450
2026 Q2	$59	Buy	+4	New	+$59	﹤0.01%	1046
2026 Q1	–	Sell	-5	Closed	-$86	–	1041
2025 Q4	$86	Buy	+5	New	+$94	﹤0.01%	864

Other funds holding JBGS

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Gilpin Wealth Management sold out of JBG SMITH (JBGS) in Q3 2026, closing a stake of 4 shares — an estimated $59 sold.

Gilpin Wealth Management first reported a position in JBGS in Q4 2025 and held it in 2 quarters. The position peaked at $86 in Q4 2025. 5 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

Gilpin Wealth Management reported no remaining JBG SMITH position as of Q3 2026 after selling out during the quarter.
Gilpin Wealth Management sold 4 JBG SMITH shares in Q3 2026, an estimated $59.
Gilpin Wealth Management first reported a position in JBG SMITH in Q4 2025 and held it in 2 quarters.
Gilpin Wealth Management's JBG SMITH position peaked at $86 in Q4 2025.
5 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

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