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Gilpin Wealth Management’s Q2 Holdings QTWO Stock Holding History

Gilpin Wealth Management’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499 Sell
9
-2
-18% -$118 ﹤0.01% 838
2026
Q2 		$530 Buy
11
+3
+38% +$142 ﹤0.01% 652
2026
Q1 		$379 Buy
8
+3
+60% +$169 ﹤0.01% 700
2025
Q4 		$361 Buy
+5
New +$343 ﹤0.01% 504

Other funds holding QTWO

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Q2 Holdings (QTWO) stake by 18% in Q3 2026, selling an estimated $118 and leaving 9 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Gilpin Wealth Management first reported a position in QTWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $530 in Q2 2026. 11 funds tracked by Wall St. Rank hold QTWO as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Q2 Holdings worth $499 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Q2 Holdings shares in Q3 2026, an estimated $118.
  • Q2 Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #838 holding.
  • Gilpin Wealth Management first reported a position in Q2 Holdings in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Q2 Holdings position peaked at $530 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2026.

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