Gilpin Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Gilpin Wealth Management’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$79	Sell	10 -10	-50%	-$95	﹤0.01%	1337
2026 Q2	$226	Buy	+20	New	+$220	﹤0.01%	887
2026 Q1	–	Sell	-5	Closed	-$63	–	1059
2025 Q4	$63	Buy	+5	New	+$62	﹤0.01%	918

Other funds holding PMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Gilpin Wealth Management reduced its PennyMac Mortgage Investment (PMT) stake by 50% in Q3 2026, selling an estimated $95 and leaving 10 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Gilpin Wealth Management first reported a position in PMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $226 in Q2 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

Gilpin Wealth Management held 10 shares of PennyMac Mortgage Investment worth $79 as of Q3 2026.
Gilpin Wealth Management sold 10 PennyMac Mortgage Investment shares in Q3 2026, an estimated $95.
PennyMac Mortgage Investment made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1337 holding.
Gilpin Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's PennyMac Mortgage Investment position peaked at $226 in Q2 2026.
14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

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