GWM
JBTM

Gilpin Wealth Management’s JBT Marel JBTM Stock Holding History

Gilpin Wealth Management’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$423 Sell
4
-4
-50% -$497 ﹤0.01% 899
2026
Q2 		$1.16K Buy
8
+4
+100% +$518 ﹤0.01% 488
2026
Q1 		$512 Hold
4
– – ﹤0.01% 609
2025
Q4 		$603 Buy
+4
New +$564 ﹤0.01% 433

Other funds holding JBTM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

Gilpin Wealth Management reduced its JBT Marel (JBTM) stake by 50% in Q3 2026, selling an estimated $497 and leaving 4 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Gilpin Wealth Management first reported a position in JBTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.16K in Q2 2026. 12 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of JBT Marel worth $423 as of Q3 2026.
  • Gilpin Wealth Management sold 4 JBT Marel shares in Q3 2026, an estimated $497.
  • JBT Marel made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #899 holding.
  • Gilpin Wealth Management first reported a position in JBT Marel in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's JBT Marel position peaked at $1.16K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

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