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Gilpin Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Gilpin Wealth Management’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144 Sell
1
-2
-67% -$282 ﹤0.01% 985
2026
Q1 		$404 Buy
+3
New +$443 ﹤0.01% 685

Other funds holding VRTS

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilpin Wealth Management's VRTS Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Virtus Investment Partners (VRTS) stake by 67% in Q2 2026, selling an estimated $282 and leaving 1 share worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Gilpin Wealth Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $404 in Q1 2026. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Gilpin Wealth Management held 1 share of Virtus Investment Partners worth $144 as of Q2 2026.
  • Gilpin Wealth Management sold 2 Virtus Investment Partners shares in Q2 2026, an estimated $282.
  • Virtus Investment Partners made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #985 holding.
  • Gilpin Wealth Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Virtus Investment Partners position peaked at $404 in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.