GWM
PRVA icon

Gilpin Wealth Management’s Privia Health PRVA Stock Holding History

Gilpin Wealth Management’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$355 Sell
18
-5
-22% -$114 ﹤0.01% 953
2026
Q2 		$592 Buy
23
+10
+77% +$232 ﹤0.01% 620
2026
Q1 		$268 Hold
13
– – ﹤0.01% 792
2025
Q4 		$309 Buy
+13
New +$316 ﹤0.01% 542

Other funds holding PRVA

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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 PRVA Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Privia Health (PRVA) stake by 22% in Q3 2026, selling an estimated $114 and leaving 18 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Gilpin Wealth Management first reported a position in PRVA in Q4 2025 and has held it in 4 quarters since. The position peaked at $592 in Q2 2026. 8 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of Privia Health worth $355 as of Q3 2026.
  • Gilpin Wealth Management sold 5 Privia Health shares in Q3 2026, an estimated $114.
  • Privia Health made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #953 holding.
  • Gilpin Wealth Management first reported a position in Privia Health in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Privia Health position peaked at $592 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

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