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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
Q1 		– Sell
-8
Closed -$161 – 1071
2025
Q4 		$161 Buy
+8
New +$166 ﹤0.01% 719

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilpin Wealth Management's SMPL Position: Q1 2026 in Review

Gilpin Wealth Management sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 8 shares — an estimated $161 sold.

Gilpin Wealth Management first reported a position in SMPL in Q4 2025 and held it in 1 quarter. The position peaked at $161 in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Gilpin Wealth Management reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 8 Simply Good Foods shares in Q1 2026, an estimated $161.
  • Gilpin Wealth Management first reported a position in Simply Good Foods in Q4 2025 and held it in 1 quarter.
  • Gilpin Wealth Management's Simply Good Foods position peaked at $161 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.