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Gilpin Wealth Management’s PENN Entertainment PENN Stock Holding History

Gilpin Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$367 Hold
25
– – ﹤0.01% 944
2026
Q2 		$534 Hold
25
– – ﹤0.01% 650
2026
Q1 		$376 Buy
25
+16
+178% +$223 ﹤0.01% 704
2025
Q4 		$133 Buy
+9
New +$140 ﹤0.01% 763

Other funds holding PENN

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management held its PENN Entertainment (PENN) position steady in Q3 2026 at 25 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Gilpin Wealth Management first reported a position in PENN in Q4 2025 and has held it in 4 quarters since. The position peaked at $534 in Q2 2026. 11 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of PENN Entertainment worth $367 as of Q3 2026.
  • Gilpin Wealth Management left its PENN Entertainment share count unchanged in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #944 holding.
  • Gilpin Wealth Management first reported a position in PENN Entertainment in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's PENN Entertainment position peaked at $534 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

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