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Gilpin Wealth Management’s StepStone Group STEP Stock Holding History

Gilpin Wealth Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478 Buy
11
+6
+120% +$279 ﹤0.01% 860
2026
Q2 		$207 Buy
+5
New +$247 ﹤0.01% 910
2026
Q1 		– Sell
-7
Closed -$450 – 1075
2025
Q4 		$450 Buy
+7
New +$443 ﹤0.01% 465

Other funds holding STEP

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management increased its StepStone Group (STEP) stake by 120% in Q3 2026, buying an estimated $279 and bringing the position to 11 shares worth $478. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Gilpin Wealth Management first reported a position in STEP in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of StepStone Group worth $478 as of Q3 2026.
  • Gilpin Wealth Management bought 6 StepStone Group shares in Q3 2026, an estimated $279.
  • StepStone Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #860 holding.
  • Gilpin Wealth Management first reported a position in StepStone Group in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

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