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Gilpin Wealth Management’s Progyny PGNY Stock Holding History

Gilpin Wealth Management’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$126 Sell
5
-4
-44% -$113 ﹤0.01% 1256
2026
Q2 		$260 Buy
9
+1
+13% +$22 ﹤0.01% 860
2026
Q1 		$136 Buy
8
+3
+60% +$64 ﹤0.01% 922
2025
Q4 		$129 Buy
+5
New +$115 ﹤0.01% 770

Other funds holding PGNY

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Progyny (PGNY) stake by 44% in Q3 2026, selling an estimated $113 and leaving 5 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Gilpin Wealth Management first reported a position in PGNY in Q4 2025 and has held it in 4 quarters since. The position peaked at $260 in Q2 2026. 17 funds tracked by Wall St. Rank hold PGNY as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Progyny worth $126 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Progyny shares in Q3 2026, an estimated $113.
  • Progyny made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1256 holding.
  • Gilpin Wealth Management first reported a position in Progyny in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Progyny position peaked at $260 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Progyny as of Q3 2026.

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