GWM
TEX icon

Gilpin Wealth Management’s Terex TEX Stock Holding History

Gilpin Wealth Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$187K Sell
3,550
-200
-5% -$12.7K 0.13% 140
2026
Q2 		$271K Hold
3,750
– – 0.19% 111
2026
Q1 		$222K Hold
3,750
– – 0.18% 110
2025
Q4 		$200K Buy
+3,750
New +$189K 0.16% 115

Other funds holding TEX

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Terex (TEX) stake by 5.3% in Q3 2026, selling an estimated $12.7K and leaving 3,550 shares worth $187K. The position accounts for 0.13% of the portfolio, ranked #140.

Gilpin Wealth Management first reported a position in TEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $271K in Q2 2026. 12 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Gilpin Wealth Management held 3,550 shares of Terex worth $187K as of Q3 2026.
  • Gilpin Wealth Management sold 200 Terex shares in Q3 2026, an estimated $12.7K.
  • Terex made up 0.13% of Gilpin Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Gilpin Wealth Management first reported a position in Terex in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Terex position peaked at $271K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Terex as of Q3 2026.

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