GWM
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Gilpin Wealth Management’s NCR Atleos NATL Stock Holding History

Gilpin Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$497 Hold
11
– – ﹤0.01% 842
2026
Q2 		$478 Sell
11
-1
-8% -$44 ﹤0.01% 690
2026
Q1 		$523 Buy
12
+6
+100% +$248 ﹤0.01% 601
2025
Q4 		$229 Buy
+6
New +$225 ﹤0.01% 621

Other funds holding NATL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Gilpin Wealth Management held its NCR Atleos (NATL) position steady in Q3 2026 at 11 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Gilpin Wealth Management first reported a position in NATL in Q4 2025 and has held it in 4 quarters since. The position peaked at $523 in Q1 2026. 22 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of NCR Atleos worth $497 as of Q3 2026.
  • Gilpin Wealth Management left its NCR Atleos share count unchanged in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #842 holding.
  • Gilpin Wealth Management first reported a position in NCR Atleos in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's NCR Atleos position peaked at $523 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

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