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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
Q3 		$133 Hold
1
– – ﹤0.01% 1243
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

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its Virtus Investment Partners (VRTS) position steady in Q3 2026 at 1 share worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Gilpin Wealth Management first reported a position in VRTS in Q1 2026 and has held it in 3 quarters since. The position peaked at $404 in Q1 2026. 8 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

  • Gilpin Wealth Management held 1 share of Virtus Investment Partners worth $133 as of Q3 2026.
  • Gilpin Wealth Management left its Virtus Investment Partners share count unchanged in Q3 2026.
  • Virtus Investment Partners made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1243 holding.
  • Gilpin Wealth Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Virtus Investment Partners position peaked at $404 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

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