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Gilpin Wealth Management’s STAAR Surgical STAA Stock Holding History

Gilpin Wealth Management’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$159 Hold
7
– – ﹤0.01% 1200
2026
Q2 		$201 Buy
7
+2
+40% +$56 ﹤0.01% 920
2026
Q1 		$94 Buy
5
+1
+25% +$19 ﹤0.01% 956
2025
Q4 		$93 Buy
+4
New +$103 ﹤0.01% 851

Other funds holding STAA

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
GI
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Gilpin Wealth Management held its STAAR Surgical (STAA) position steady in Q3 2026 at 7 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Gilpin Wealth Management first reported a position in STAA in Q4 2025 and has held it in 4 quarters since. The position peaked at $201 in Q2 2026. 9 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of STAAR Surgical worth $159 as of Q3 2026.
  • Gilpin Wealth Management left its STAAR Surgical share count unchanged in Q3 2026.
  • STAAR Surgical made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1200 holding.
  • Gilpin Wealth Management first reported a position in STAAR Surgical in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's STAAR Surgical position peaked at $201 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

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