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Gilpin Wealth Management’s SolarEdge SEDG Stock Holding History

Gilpin Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287 Hold
9
– – ﹤0.01% 1018
2026
Q2 		$526 Hold
9
– – ﹤0.01% 658
2026
Q1 		$460 Buy
9
+4
+80% +$150 ﹤0.01% 640
2025
Q4 		$145 Buy
+5
New +$174 ﹤0.01% 741

Other funds holding SEDG

MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its SolarEdge (SEDG) position steady in Q3 2026 at 9 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Gilpin Wealth Management first reported a position in SEDG in Q4 2025 and has held it in 4 quarters since. The position peaked at $526 in Q2 2026. 10 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of SolarEdge worth $287 as of Q3 2026.
  • Gilpin Wealth Management left its SolarEdge share count unchanged in Q3 2026.
  • SolarEdge made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1018 holding.
  • Gilpin Wealth Management first reported a position in SolarEdge in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's SolarEdge position peaked at $526 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

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