GWM
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Gilpin Wealth Management’s Sonic Automotive SAH Stock Holding History

Gilpin Wealth Management’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242 Sell
4
-1
-20% -$82 ﹤0.01% 1062
2026
Q2 		$424 Buy
5
+1
+25% +$77 ﹤0.01% 731
2026
Q1 		$275 Buy
4
+3
+300% +$187 ﹤0.01% 785
2025
Q4 		$62 Buy
+1
New +$66 ﹤0.01% 921

Other funds holding SAH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Sonic Automotive (SAH) stake by 20% in Q3 2026, selling an estimated $82 and leaving 4 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Gilpin Wealth Management first reported a position in SAH in Q4 2025 and has held it in 4 quarters since. The position peaked at $424 in Q2 2026. 17 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Sonic Automotive worth $242 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Sonic Automotive share in Q3 2026, an estimated $82.
  • Sonic Automotive made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1062 holding.
  • Gilpin Wealth Management first reported a position in Sonic Automotive in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sonic Automotive position peaked at $424 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

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