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Gilpin Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Gilpin Wealth Management’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.8K Hold
140
– – 0.01% 306
2026
Q2 		$14.5K Sell
140
-60
-30% -$5.97K 0.01% 287
2026
Q1 		$17K Hold
200
– – 0.01% 257
2025
Q4 		$18.3K Buy
+200
New +$18.2K 0.01% 248

Other funds holding ONEQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Gilpin Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q3 2026 at 140 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #306.

Gilpin Wealth Management first reported a position in ONEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q4 2025. 20 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Gilpin Wealth Management held 140 shares of Fidelity Nasdaq Composite Index ETF worth $14.8K as of Q3 2026.
  • Gilpin Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q3 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #306 holding.
  • Gilpin Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $18.3K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

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