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Gilpin Wealth Management’s Lifestance Health LFST Stock Holding History

Gilpin Wealth Management’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$181 Sell
15
-8
-35% -$94 ﹤0.01% 1152
2026
Q2 		$247 Buy
+23
New +$178 ﹤0.01% 870

Other funds holding LFST

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Lifestance Health (LFST) stake by 35% in Q3 2026, selling an estimated $94 and leaving 15 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Gilpin Wealth Management first reported a position in LFST in Q2 2026 and has held it in 2 quarters since. The position peaked at $247 in Q2 2026. 16 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of Lifestance Health worth $181 as of Q3 2026.
  • Gilpin Wealth Management sold 8 Lifestance Health shares in Q3 2026, an estimated $94.
  • Lifestance Health made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1152 holding.
  • Gilpin Wealth Management first reported a position in Lifestance Health in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Lifestance Health position peaked at $247 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

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