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Gilpin Wealth Management’s Progress Software PRGS Stock Holding History

Gilpin Wealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$200 Hold
5
– – ﹤0.01% 1119
2026
Q2 		$168 Sell
5
-1
-17% -$30 ﹤0.01% 948
2026
Q1 		$154 Buy
6
+3
+100% +$115 ﹤0.01% 909
2025
Q4 		$129 Buy
+3
New +$131 ﹤0.01% 771

Other funds holding PRGS

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Gilpin Wealth Management held its Progress Software (PRGS) position steady in Q3 2026 at 5 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Gilpin Wealth Management first reported a position in PRGS in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Progress Software worth $200 as of Q3 2026.
  • Gilpin Wealth Management left its Progress Software share count unchanged in Q3 2026.
  • Progress Software made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1119 holding.
  • Gilpin Wealth Management first reported a position in Progress Software in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

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