GWM
VRT icon

Gilpin Wealth Management’s Vertiv VRT Stock Holding History

Gilpin Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$351K Sell
1,456
-109
-7% -$29.7K 0.24% 92
2026
Q2 		$524K Sell
1,565
-30
-2% -$9.52K 0.36% 80
2026
Q1 		$400K Sell
1,595
-10
-0.6% -$2.22K 0.32% 77
2025
Q4 		$260K Buy
+1,605
New +$279K 0.21% 98

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

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

Gilpin Wealth Management reduced its Vertiv (VRT) stake by 7% in Q3 2026, selling an estimated $29.7K and leaving 1,456 shares worth $351K. The position accounts for 0.24% of the portfolio, ranked #92.

Gilpin Wealth Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $524K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Gilpin Wealth Management held 1,456 shares of Vertiv worth $351K as of Q3 2026.
  • Gilpin Wealth Management sold 109 Vertiv shares in Q3 2026, an estimated $29.7K.
  • Vertiv made up 0.24% of Gilpin Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Gilpin Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vertiv position peaked at $524K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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