GWM
PLUS icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Gilpin Wealth Management held its ePlus (PLUS) position steady in Q2 2026 at 2 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Gilpin Wealth Management first reported a position in PLUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $176 in Q4 2025. 288 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Gilpin Wealth Management held 2 shares of ePlus worth $167 as of Q2 2026.
  • Gilpin Wealth Management left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Gilpin Wealth Management first reported a position in ePlus in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's ePlus position peaked at $176 in Q4 2025.
  • 288 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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