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Gilpin Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Gilpin Wealth Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25K Hold
4,500
– – 0.02% 265
2026
Q2 		$29.1K Hold
4,500
– – 0.02% 239
2026
Q1 		$28.3K Hold
4,500
– – 0.02% 225
2025
Q4 		$28.6K Buy
+4,500
New +$28.2K 0.02% 217

Other funds holding LEO

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management held its BNY Mellon Strategic Municipals (LEO) position steady in Q3 2026 at 4,500 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #265.

Gilpin Wealth Management first reported a position in LEO in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.1K in Q2 2026. 7 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • Gilpin Wealth Management held 4,500 shares of BNY Mellon Strategic Municipals worth $25K as of Q3 2026.
  • Gilpin Wealth Management left its BNY Mellon Strategic Municipals share count unchanged in Q3 2026.
  • BNY Mellon Strategic Municipals made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #265 holding.
  • Gilpin Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's BNY Mellon Strategic Municipals position peaked at $29.1K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

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