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Gilpin Wealth Management’s Upbound Group UPBD Stock Holding History

Gilpin Wealth Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142 Sell
9
-4
-31% -$77 ﹤0.01% 1223
2026
Q2 		$276 Sell
13
-5
-28% -$93 ﹤0.01% 845
2026
Q1 		$325 Buy
18
+15
+500% +$292 ﹤0.01% 744
2025
Q4 		$53 Buy
+3
New +$58 ﹤0.01% 944

Other funds holding UPBD

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Upbound Group (UPBD) stake by 31% in Q3 2026, selling an estimated $77 and leaving 9 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Gilpin Wealth Management first reported a position in UPBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $325 in Q1 2026. 14 funds tracked by Wall St. Rank hold UPBD as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Upbound Group worth $142 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Upbound Group shares in Q3 2026, an estimated $77.
  • Upbound Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1223 holding.
  • Gilpin Wealth Management first reported a position in Upbound Group in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Upbound Group position peaked at $325 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Upbound Group as of Q3 2026.

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