GWM
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Gilpin Wealth Management’s ePlus PLUS Stock Holding History

Gilpin Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$91 Sell
1
-1
-50% -$89 ﹤0.01% 1324
2026
Q2 		$167 Hold
2
– – ﹤0.01% 952
2026
Q1 		$151 Hold
2
– – ﹤0.01% 910
2025
Q4 		$176 Buy
+2
New +$165 ﹤0.01% 694

Other funds holding PLUS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 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
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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its ePlus (PLUS) stake by 50% in Q3 2026, selling an estimated $89 and leaving 1 share worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Gilpin Wealth Management first reported a position in PLUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $176 in Q4 2025. 9 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Gilpin Wealth Management held 1 share of ePlus worth $91 as of Q3 2026.
  • Gilpin Wealth Management sold 1 ePlus share in Q3 2026, an estimated $89.
  • ePlus made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1324 holding.
  • Gilpin Wealth Management first reported a position in ePlus in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's ePlus position peaked at $176 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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