GWM
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Gilpin Wealth Management’s Sezzle SEZL Stock Holding History

Gilpin Wealth Management’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$325 Hold
3
– – ﹤0.01% 977
2026
Q2 		$515 Hold
3
– – ﹤0.01% 667
2026
Q1 		$190 Buy
3
+2
+200% +$136 ﹤0.01% 861
2025
Q4 		$64 Buy
+1
New +$68 ﹤0.01% 916

Other funds holding SEZL

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Gilpin Wealth Management held its Sezzle (SEZL) position steady in Q3 2026 at 3 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Gilpin Wealth Management first reported a position in SEZL in Q4 2025 and has held it in 4 quarters since. The position peaked at $515 in Q2 2026. 21 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of Sezzle worth $325 as of Q3 2026.
  • Gilpin Wealth Management left its Sezzle share count unchanged in Q3 2026.
  • Sezzle made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #977 holding.
  • Gilpin Wealth Management first reported a position in Sezzle in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sezzle position peaked at $515 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

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