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Gilpin Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Gilpin Wealth Management’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$269 Sell
2
-2
-50% -$297 ﹤0.01% 1036
2026
Q2 		$693 Hold
4
– – ﹤0.01% 578
2026
Q1 		$470 Buy
+4
New +$419 ﹤0.01% 634

Other funds holding SPHR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

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

Gilpin Wealth Management reduced its Sphere Entertainment (SPHR) stake by 50% in Q3 2026, selling an estimated $297 and leaving 2 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Gilpin Wealth Management first reported a position in SPHR in Q1 2026 and has held it in 3 quarters since. The position peaked at $693 in Q2 2026. 17 funds tracked by Wall St. Rank hold SPHR as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Sphere Entertainment worth $269 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Sphere Entertainment shares in Q3 2026, an estimated $297.
  • Sphere Entertainment made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1036 holding.
  • Gilpin Wealth Management first reported a position in Sphere Entertainment in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Sphere Entertainment position peaked at $693 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sphere Entertainment as of Q3 2026.

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