GWM
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Gilpin Wealth Management’s Warner Bros WBD Stock Holding History

Gilpin Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.19K Buy
200
+8
+4% +$222 ﹤0.01% 403
2026
Q2 		$5.12K Hold
192
– – ﹤0.01% 367
2026
Q1 		$5.27K Hold
192
– – ﹤0.01% 351
2025
Q4 		$5.53K Buy
+192
New +$4.49K ﹤0.01% 331

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

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

Gilpin Wealth Management increased its Warner Bros (WBD) stake by 4.2% in Q3 2026, buying an estimated $222 and bringing the position to 200 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Gilpin Wealth Management first reported a position in WBD in Q4 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Gilpin Wealth Management held 200 shares of Warner Bros worth $6.19K as of Q3 2026.
  • Gilpin Wealth Management bought 8 Warner Bros shares in Q3 2026, an estimated $222.
  • Warner Bros made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #403 holding.
  • Gilpin Wealth Management first reported a position in Warner Bros in Q4 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

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