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Gilpin Wealth Management’s St. Joe Company JOE Stock Holding History

Gilpin Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66 Sell
1
-4
-80% -$258 ﹤0.01% 1362
2026
Q2 		$314 Hold
5
– – ﹤0.01% 814
2026
Q1 		$314 Buy
5
+2
+67% +$134 ﹤0.01% 753
2025
Q4 		$179 Buy
+3
New +$168 ﹤0.01% 688

Other funds holding JOE

RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Gilpin Wealth Management reduced its St. Joe Company (JOE) stake by 80% in Q3 2026, selling an estimated $258 and leaving 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Gilpin Wealth Management first reported a position in JOE in Q4 2025 and has held it in 4 quarters since. The position peaked at $314 in Q2 2026. 12 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

  • Gilpin Wealth Management held 1 share of St. Joe Company worth $66 as of Q3 2026.
  • Gilpin Wealth Management sold 4 St. Joe Company shares in Q3 2026, an estimated $258.
  • St. Joe Company made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1362 holding.
  • Gilpin Wealth Management first reported a position in St. Joe Company in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's St. Joe Company position peaked at $314 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

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