GWM
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Gilpin Wealth Management’s StoneX SNEX Stock Holding History

Gilpin Wealth Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23K Sell
19
-1
-5% -$71 ﹤0.01% 659
2026
Q2 		$1.54K Hold
20
– – ﹤0.01% 459
2026
Q1 		$1.05K Buy
20
+11
+122% +$556 ﹤0.01% 470
2025
Q4 		$381 Buy
+9
New +$377 ﹤0.01% 493

Other funds holding SNEX

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Gilpin Wealth Management reduced its StoneX (SNEX) stake by 5% in Q3 2026, selling an estimated $71 and leaving 19 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Gilpin Wealth Management first reported a position in SNEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.54K in Q2 2026. 13 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Gilpin Wealth Management held 19 shares of StoneX worth $1.23K as of Q3 2026.
  • Gilpin Wealth Management sold 1 StoneX share in Q3 2026, an estimated $71.
  • StoneX made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #659 holding.
  • Gilpin Wealth Management first reported a position in StoneX in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's StoneX position peaked at $1.54K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

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