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Gilpin Wealth Management’s Resideo Technologies REZI Stock Holding History

Gilpin Wealth Management’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$327 Buy
18
+3
+20% +$76 ﹤0.01% 975
2026
Q2 		$467 Sell
15
-9
-38% -$310 ﹤0.01% 700
2026
Q1 		$810 Buy
24
+11
+85% +$393 ﹤0.01% 514
2025
Q4 		$457 Buy
+13
New +$481 ﹤0.01% 462

Other funds holding REZI

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
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Gilpin Wealth Management increased its Resideo Technologies (REZI) stake by 20% in Q3 2026, buying an estimated $76 and bringing the position to 18 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Gilpin Wealth Management first reported a position in REZI in Q4 2025 and has held it in 4 quarters since. The position peaked at $810 in Q1 2026. 17 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of Resideo Technologies worth $327 as of Q3 2026.
  • Gilpin Wealth Management bought 3 Resideo Technologies shares in Q3 2026, an estimated $76.
  • Resideo Technologies made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #975 holding.
  • Gilpin Wealth Management first reported a position in Resideo Technologies in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Resideo Technologies position peaked at $810 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

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