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Gilpin Wealth Management’s LGI Homes LGIH Stock Holding History

Gilpin Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$187 Hold
4
– – ﹤0.01% 1139
2026
Q2 		$255 Hold
4
– – ﹤0.01% 862
2026
Q1 		$159 Buy
+4
New +$195 ﹤0.01% 902

Other funds holding LGIH

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Gilpin Wealth Management held its LGI Homes (LGIH) position steady in Q3 2026 at 4 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Gilpin Wealth Management first reported a position in LGIH in Q1 2026 and has held it in 3 quarters since. The position peaked at $255 in Q2 2026. 10 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of LGI Homes worth $187 as of Q3 2026.
  • Gilpin Wealth Management left its LGI Homes share count unchanged in Q3 2026.
  • LGI Homes made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1139 holding.
  • Gilpin Wealth Management first reported a position in LGI Homes in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's LGI Homes position peaked at $255 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

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