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Gilpin Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Gilpin Wealth Management’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$327 Hold
2
– – ﹤0.01% 974
2026
Q2 		$331 Buy
+2
New +$295 ﹤0.01% 800

Other funds holding NIC

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SMAM
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SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

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

Gilpin Wealth Management held its Nicolet Bankshares (NIC) position steady in Q3 2026 at 2 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Gilpin Wealth Management first reported a position in NIC in Q2 2026 and has held it in 2 quarters since. The position peaked at $331 in Q2 2026. 21 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Nicolet Bankshares worth $327 as of Q3 2026.
  • Gilpin Wealth Management left its Nicolet Bankshares share count unchanged in Q3 2026.
  • Nicolet Bankshares made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #974 holding.
  • Gilpin Wealth Management first reported a position in Nicolet Bankshares in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Nicolet Bankshares position peaked at $331 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

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