GWM
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Gilpin Wealth Management’s Suncor Energy SU Stock Holding History

Gilpin Wealth Management’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.34K Sell
64
-44
-41% -$2.86K ﹤0.01% 454
2026
Q2 		$5.8K Hold
108
– – ﹤0.01% 356
2026
Q1 		$7.14K Sell
108
-161
-60% -$8.9K 0.01% 327
2025
Q4 		$11.9K Buy
+269
New +$11.4K 0.01% 273

Other funds holding SU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Suncor Energy (SU) stake by 41% in Q3 2026, selling an estimated $2.86K and leaving 64 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Gilpin Wealth Management first reported a position in SU in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q4 2025. 23 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Gilpin Wealth Management held 64 shares of Suncor Energy worth $4.34K as of Q3 2026.
  • Gilpin Wealth Management sold 44 Suncor Energy shares in Q3 2026, an estimated $2.86K.
  • Suncor Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #454 holding.
  • Gilpin Wealth Management first reported a position in Suncor Energy in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Suncor Energy position peaked at $11.9K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

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