GWM
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Gilpin Wealth Management’s Lithia Motors LAD Stock Holding History

Gilpin Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.17K Buy
+4
New +$1.39K ﹤0.01% 670

Other funds holding LAD

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Gilpin Wealth Management opened a new position in Lithia Motors (LAD) in Q3 2026: 4 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

13 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Lithia Motors worth $1.17K as of Q3 2026.
  • Lithia Motors was a new Gilpin Wealth Management position in Q3 2026.
  • Lithia Motors made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #670 holding.
  • 13 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

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