Gilpin Wealth Management’s Liberty Energy LBRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$310	Sell	17 -7	-29%	-$145	﹤0.01%	995
2026 Q2	$629	Hold	24	–	–	﹤0.01%	604
2026 Q1	$692	Buy	24 +10	+71%	+$255	﹤0.01%	540
2025 Q4	$259	Buy	+14	New	+$234	﹤0.01%	582

Other funds holding LBRT

FFA

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

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

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

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

Gilpin Wealth Management reduced its Liberty Energy (LBRT) stake by 29% in Q3 2026, selling an estimated $145 and leaving 17 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Gilpin Wealth Management first reported a position in LBRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $692 in Q1 2026. 6 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

Gilpin Wealth Management held 17 shares of Liberty Energy worth $310 as of Q3 2026.
Gilpin Wealth Management sold 7 Liberty Energy shares in Q3 2026, an estimated $145.
Liberty Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #995 holding.
Gilpin Wealth Management first reported a position in Liberty Energy in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Liberty Energy position peaked at $692 in Q1 2026.
6 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

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