GWM
JBGS

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Gilpin Wealth Management opened a new position in JBG SMITH (JBGS) in Q2 2026: 4 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in JBGS as recently as Q4 2025.

Gilpin Wealth Management first reported a position in JBGS in Q4 2025 and has held it in 2 quarters since. The position peaked at $86 in Q4 2025. 205 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of JBG SMITH worth $59 as of Q2 2026.
  • JBG SMITH was a new Gilpin Wealth Management position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • Gilpin Wealth Management first reported a position in JBG SMITH in Q4 2025 and has held it in 2 quarters since.
  • Gilpin Wealth Management's JBG SMITH position peaked at $86 in Q4 2025.
  • 205 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

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