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Gilpin Wealth Management’s PDF Solutions PDFS Stock Holding History

Gilpin Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$154 Hold
3
– – ﹤0.01% 1207
2026
Q2 		$213 Hold
3
– – ﹤0.01% 900
2026
Q1 		$99 Hold
3
– – ﹤0.01% 951
2025
Q4 		$86 Buy
+3
New +$83 ﹤0.01% 865

Other funds holding PDFS

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

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

Gilpin Wealth Management held its PDF Solutions (PDFS) position steady in Q3 2026 at 3 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Gilpin Wealth Management first reported a position in PDFS in Q4 2025 and has held it in 4 quarters since. The position peaked at $213 in Q2 2026. 15 funds tracked by Wall St. Rank hold PDFS as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of PDF Solutions worth $154 as of Q3 2026.
  • Gilpin Wealth Management left its PDF Solutions share count unchanged in Q3 2026.
  • PDF Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1207 holding.
  • Gilpin Wealth Management first reported a position in PDF Solutions in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's PDF Solutions position peaked at $213 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2026.

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