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Whalen Wealth Management Inc.: GPIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on GPIX, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 93,503 GPIX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 93,503 shares
    Change vs previous 13F -1,334 shares

    2.24% of the 13F portfolio, value $5,220,282.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,837 shares
    Change vs previous 13F -2,877 shares

    2.37% of the 13F portfolio, value $5,270,107.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 97,714 shares
    Change vs previous 13F +27,042 shares

    2.62% of the 13F portfolio, value $4,889,607.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 70,672 shares
    Change vs previous 13F -21,748 shares

    2% of the 13F portfolio, value $3,731,507.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 92,420 shares
    Change vs previous 13F +44,766 shares

    2.82% of the 13F portfolio, value $4,827,086.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 47,654 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,374,122.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).