GWM
WHD icon

Gilpin Wealth Management’s Cactus WHD Stock Holding History

Gilpin Wealth Management’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$685 Buy
11
+1
+10% +$64 ﹤0.01% 754
2026
Q2 		$513 Sell
10
-3
-23% -$167 ﹤0.01% 670
2026
Q1 		$616 Buy
13
+7
+117% +$367 ﹤0.01% 559
2025
Q4 		$275 Buy
+6
New +$251 ﹤0.01% 571

Other funds holding WHD

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
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

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

Gilpin Wealth Management increased its Cactus (WHD) stake by 10% in Q3 2026, buying an estimated $64 and bringing the position to 11 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Gilpin Wealth Management first reported a position in WHD in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of Cactus worth $685 as of Q3 2026.
  • Gilpin Wealth Management bought 1 Cactus share in Q3 2026, an estimated $64.
  • Cactus made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #754 holding.
  • Gilpin Wealth Management first reported a position in Cactus in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

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