GWM
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Gilpin Wealth Management’s Pricesmart PSMT Stock Holding History

Gilpin Wealth Management’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$677 Hold
4
– – ﹤0.01% 756
2026
Q2 		$782 Hold
4
– – ﹤0.01% 552
2026
Q1 		$602 Buy
4
+2
+100% +$292 ﹤0.01% 563
2025
Q4 		$246 Buy
+2
New +$244 ﹤0.01% 602

Other funds holding PSMT

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 31.76% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Gilpin Wealth Management held its Pricesmart (PSMT) position steady in Q3 2026 at 4 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Gilpin Wealth Management first reported a position in PSMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $782 in Q2 2026. 28 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Pricesmart worth $677 as of Q3 2026.
  • Gilpin Wealth Management left its Pricesmart share count unchanged in Q3 2026.
  • Pricesmart made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #756 holding.
  • Gilpin Wealth Management first reported a position in Pricesmart in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Pricesmart position peaked at $782 in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

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