GWM
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gilpin Wealth Management's PGNY Position: Q2 2026 in Review

Gilpin Wealth Management increased its Progyny (PGNY) stake by 13% in Q2 2026, buying an estimated $22 and bringing the position to 9 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Gilpin Wealth Management first reported a position in PGNY in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Gilpin Wealth Management held 9 shares of Progyny worth $260 as of Q2 2026.
  • Gilpin Wealth Management bought 1 Progyny share in Q2 2026, an estimated $22.
  • Progyny made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #860 holding.
  • Gilpin Wealth Management first reported a position in Progyny in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.