Gilpin Wealth Management’s Simply Good Foods SMPL Stock Holding History

Gilpin Wealth Management’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209	Buy	22 +6	+38%	+$66	﹤0.01%	1108
2026 Q2	$213	Buy	+16	New	+$197	﹤0.01%	901
2026 Q1	–	Sell	-8	Closed	-$161	–	1071
2025 Q4	$161	Buy	+8	New	+$166	﹤0.01%	719

Other funds holding SMPL

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Gilpin Wealth Management increased its Simply Good Foods (SMPL) stake by 38% in Q3 2026, buying an estimated $66 and bringing the position to 22 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Gilpin Wealth Management first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $213 in Q2 2026. 4 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

Gilpin Wealth Management held 22 shares of Simply Good Foods worth $209 as of Q3 2026.
Gilpin Wealth Management bought 6 Simply Good Foods shares in Q3 2026, an estimated $66.
Simply Good Foods made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1108 holding.
Gilpin Wealth Management first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's Simply Good Foods position peaked at $213 in Q2 2026.
4 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

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