Gilpin Wealth Management’s Yelp YELP Stock Holding History

Gilpin Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$93	Sell	5 -3	-38%	-$71	﹤0.01%	1319
2026 Q2	$197	Sell	8 -2	-20%	-$50	﹤0.01%	925
2026 Q1	$248	Buy	10 +6	+150%	+$152	﹤0.01%	806
2025 Q4	$122	Buy	+4	New	+$123	﹤0.01%	789

Other funds holding YELP

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Yelp (YELP) stake by 38% in Q3 2026, selling an estimated $71 and leaving 5 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Gilpin Wealth Management first reported a position in YELP in Q4 2025 and has held it in 4 quarters since. The position peaked at $248 in Q1 2026. 7 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

Gilpin Wealth Management held 5 shares of Yelp worth $93 as of Q3 2026.
Gilpin Wealth Management sold 3 Yelp shares in Q3 2026, an estimated $71.
Yelp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1319 holding.
Gilpin Wealth Management first reported a position in Yelp in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Yelp position peaked at $248 in Q1 2026.
7 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

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