GWM
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Gilpin Wealth Management’s Primoris Services PRIM Stock Holding History

Gilpin Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$820 Buy
11
+6
+120% +$484 ﹤0.01% 722
2026
Q2 		$496 Sell
5
-1
-17% -$131 ﹤0.01% 680
2026
Q1 		$859 Buy
6
+2
+50% +$293 ﹤0.01% 498
2025
Q4 		$497 Buy
+4
New +$522 ﹤0.01% 453

Other funds holding PRIM

HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 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
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Gilpin Wealth Management increased its Primoris Services (PRIM) stake by 120% in Q3 2026, buying an estimated $484 and bringing the position to 11 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Gilpin Wealth Management first reported a position in PRIM in Q4 2025 and has held it in 4 quarters since. The position peaked at $859 in Q1 2026. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of Primoris Services worth $820 as of Q3 2026.
  • Gilpin Wealth Management bought 6 Primoris Services shares in Q3 2026, an estimated $484.
  • Primoris Services made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #722 holding.
  • Gilpin Wealth Management first reported a position in Primoris Services in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Primoris Services position peaked at $859 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

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