GWM
OTLK icon

Gilpin Wealth Management’s Outlook Therapeutics OTLK Stock Holding History

Gilpin Wealth Management’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Hold
0
– – – 225
2026
Q2 		– Hold
0
– – – 151
2026
Q1 		– Hold
0
– – – 239

Other funds holding OTLK

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

Gilpin Wealth Management increased its Outlook Therapeutics (OTLK) stake by 13% in Q3 2026, buying an estimated $66.8K and bringing the position to 625,000 shares worth $358K. The position accounts for 0.24% of the portfolio, ranked #90.

Gilpin Wealth Management first reported a position in OTLK in Q4 2025 and has held it in 4 quarters since. The position peaked at $882K in Q2 2026. 4 funds tracked by Wall St. Rank hold OTLK as of Q3 2026.

  • Gilpin Wealth Management held 625,000 shares of Outlook Therapeutics worth $358K as of Q3 2026.
  • Gilpin Wealth Management bought 70,000 Outlook Therapeutics shares in Q3 2026, an estimated $66.8K.
  • Outlook Therapeutics made up 0.24% of Gilpin Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Gilpin Wealth Management first reported a position in Outlook Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Outlook Therapeutics position peaked at $882K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q3 2026.

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