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Gilpin Wealth Management’s Phinia Inc PHIN Stock Holding History

Gilpin Wealth Management’s Portfolio PHIN Stock Details PHIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$535 Hold
9
– – ﹤0.01% 816
2026
Q2 		$742 Sell
9
-2
-18% -$153 ﹤0.01% 563
2026
Q1 		$753 Buy
11
+7
+175% +$489 ﹤0.01% 526
2025
Q4 		$251 Buy
+4
New +$221 ﹤0.01% 591

Other funds holding PHIN

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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

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

Gilpin Wealth Management held its Phinia Inc (PHIN) position steady in Q3 2026 at 9 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Gilpin Wealth Management first reported a position in PHIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $753 in Q1 2026. 10 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Phinia Inc worth $535 as of Q3 2026.
  • Gilpin Wealth Management left its Phinia Inc share count unchanged in Q3 2026.
  • Phinia Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #816 holding.
  • Gilpin Wealth Management first reported a position in Phinia Inc in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Phinia Inc position peaked at $753 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

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