Gilpin Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$468K	Buy	142,762 +19,531	+16%	+$66.4K	0.32%	75
2026 Q2	$430K	Buy	123,231 +25,844	+27%	+$90K	0.3%	86
2026 Q1	$346K	Buy	97,387 +67,635	+227%	+$242K	0.27%	83
2025 Q4	$105K	Buy	+29,752	New	+$107K	0.08%	154

Other funds holding PPT

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

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

Gilpin Wealth Management increased its Franklin Premier Income Trust (PPT) stake by 16% in Q3 2026, buying an estimated $66.4K and bringing the position to 142,762 shares worth $468K. The position accounts for 0.32% of the portfolio, ranked #75.

Gilpin Wealth Management first reported a position in PPT in Q4 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold PPT as of Q3 2026.

Gilpin Wealth Management held 142,762 shares of Franklin Premier Income Trust worth $468K as of Q3 2026.
Gilpin Wealth Management bought 19,531 Franklin Premier Income Trust shares in Q3 2026, an estimated $66.4K.
Franklin Premier Income Trust made up 0.32% of Gilpin Wealth Management's portfolio in Q3 2026, its #75 holding.
Gilpin Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2026.

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