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Gilpin Wealth Management’s Main Street Capital MAIN Stock Holding History

Gilpin Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.6K Hold
520
– – 0.02% 257
2026
Q2 		$27K Hold
520
– – 0.02% 245
2026
Q1 		$27.5K Hold
520
– – 0.02% 228
2025
Q4 		$31.4K Buy
+520
New +$30.7K 0.02% 210

Other funds holding MAIN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Gilpin Wealth Management held its Main Street Capital (MAIN) position steady in Q3 2026 at 520 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #257.

Gilpin Wealth Management first reported a position in MAIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q4 2025. 16 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

  • Gilpin Wealth Management held 520 shares of Main Street Capital worth $28.6K as of Q3 2026.
  • Gilpin Wealth Management left its Main Street Capital share count unchanged in Q3 2026.
  • Main Street Capital made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #257 holding.
  • Gilpin Wealth Management first reported a position in Main Street Capital in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Main Street Capital position peaked at $31.4K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

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