GWM
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Gilpin Wealth Management’s Pultegroup PHM Stock Holding History

Gilpin Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.9K Hold
25
– – ﹤0.01% 538
2026
Q2 		$3.43K Hold
25
– – ﹤0.01% 397
2026
Q1 		$2.94K Hold
25
– – ﹤0.01% 397
2025
Q4 		$2.93K Buy
+25
New +$3.07K ﹤0.01% 372

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Gilpin Wealth Management held its Pultegroup (PHM) position steady in Q3 2026 at 25 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Gilpin Wealth Management first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.43K in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of Pultegroup worth $2.9K as of Q3 2026.
  • Gilpin Wealth Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #538 holding.
  • Gilpin Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Pultegroup position peaked at $3.43K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

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