GWM
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Gilpin Wealth Management’s Palomar PLMR Stock Holding History

Gilpin Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$617 Sell
5
-1
-17% -$134 ﹤0.01% 778
2026
Q2 		$759 Buy
6
+2
+50% +$235 ﹤0.01% 559
2026
Q1 		$478 Buy
4
+2
+100% +$250 ﹤0.01% 629
2025
Q4 		$270 Buy
+2
New +$244 ﹤0.01% 575

Other funds holding PLMR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
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
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Palomar (PLMR) stake by 17% in Q3 2026, selling an estimated $134 and leaving 5 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Gilpin Wealth Management first reported a position in PLMR in Q4 2025 and has held it in 4 quarters since. The position peaked at $759 in Q2 2026. 11 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Palomar worth $617 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Palomar share in Q3 2026, an estimated $134.
  • Palomar made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #778 holding.
  • Gilpin Wealth Management first reported a position in Palomar in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Palomar position peaked at $759 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

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