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Gilpin Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Gilpin Wealth Management’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$710 Hold
19
– – ﹤0.01% 748
2026
Q2 		$791 Hold
19
– – ﹤0.01% 549
2026
Q1 		$711 Buy
19
+8
+73% +$297 ﹤0.01% 538
2025
Q4 		$392 Buy
+11
New +$382 ﹤0.01% 487

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

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

Gilpin Wealth Management held its Phillips Edison & Co (PECO) position steady in Q3 2026 at 19 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Gilpin Wealth Management first reported a position in PECO in Q4 2025 and has held it in 4 quarters since. The position peaked at $791 in Q2 2026. 22 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Gilpin Wealth Management held 19 shares of Phillips Edison & Co worth $710 as of Q3 2026.
  • Gilpin Wealth Management left its Phillips Edison & Co share count unchanged in Q3 2026.
  • Phillips Edison & Co made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #748 holding.
  • Gilpin Wealth Management first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Phillips Edison & Co position peaked at $791 in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

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