GWM
TR icon

Gilpin Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Gilpin Wealth Management’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$151 Hold
4
– – ﹤0.01% 1211
2026
Q2 		$159 Buy
4
+2
+100% +$81 ﹤0.01% 966
2026
Q1 		$87 Buy
2
+1
+100% +$39 ﹤0.01% 962
2025
Q4 		$37 Buy
+1
New +$38 ﹤0.01% 964

Other funds holding TR

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its Tootsie Roll Industries (TR) position steady in Q3 2026 at 4 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Gilpin Wealth Management first reported a position in TR in Q4 2025 and has held it in 4 quarters since. The position peaked at $159 in Q2 2026. 9 funds tracked by Wall St. Rank hold TR as of Q3 2026.

  • Gilpin Wealth Management held 4 shares of Tootsie Roll Industries worth $151 as of Q3 2026.
  • Gilpin Wealth Management left its Tootsie Roll Industries share count unchanged in Q3 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1211 holding.
  • Gilpin Wealth Management first reported a position in Tootsie Roll Industries in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Tootsie Roll Industries position peaked at $159 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

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