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Gilpin Wealth Management’s Werner Enterprises WERN Stock Holding History

Gilpin Wealth Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$340 Sell
10
-1
-9% -$39 ﹤0.01% 965
2026
Q2 		$480 Hold
11
– – ﹤0.01% 689
2026
Q1 		$324 Sell
11
-1
-8% -$32 ﹤0.01% 746
2025
Q4 		$361 Buy
+12
New +$330 ﹤0.01% 505

Other funds holding WERN

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Werner Enterprises (WERN) stake by 9.1% in Q3 2026, selling an estimated $39 and leaving 10 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Gilpin Wealth Management first reported a position in WERN in Q4 2025 and has held it in 4 quarters since. The position peaked at $480 in Q2 2026. 7 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Werner Enterprises worth $340 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Werner Enterprises share in Q3 2026, an estimated $39.
  • Werner Enterprises made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #965 holding.
  • Gilpin Wealth Management first reported a position in Werner Enterprises in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Werner Enterprises position peaked at $480 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

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