GILPIN WEALTH MANAGEMENT, LLC FTNT — FORTINET INC

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported FORTINET INC (FTNT) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 3.02% in 2026 Q2. The latest visible filing shows FTNT at 3.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILPIN WEALTH MANAGEMENT, LLC's position in FORTINET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTNT was reported at 3.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTNT stock page GILPIN WEALTH MANAGEMENT, LLC fund profile GILPIN WEALTH MANAGEMENT, LLC full holdings
How GILPIN WEALTH MANAGEMENT, LLC held FTNT — position size vs. price
% of Fund (quarterly)    FTNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 28,411 -1,332 -4.5% 3.02% $4.4M 2026-07-24 $nan
2026 Q1 ADDED — — — 29,743 +29,543 +14771.5% 1.92% $2.4M 2026-04-21 $85.26
2025 Q4 REDUCED 99.4% +2.9% ❌ 200 -33,354 -99.4% 0.01% $16K 2026-02-11 $87.82
2025 Q4 INITIATED — — — 33,554 — — 2.11% $2.7M 2026-02-11 $87.82

🏢 Other funds also holding FTNT

As of 2026 Q2 — sorted by position size

Fulcrum Capital LLC 3Y 7Y 5.15% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 3.67% KRS Capital Management, LLC 3Y 3.27% First National Bank of Mount Dora, Trust Investment Services 3Y 3.25% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 3.08% Altrafin AG 3.03% WOODSTOCK CORP 3Y 7Y 2.96% BARLOW WEALTH PARTNERS, LLC 2.67% Evergreen Private Wealth LLC 2.48% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 2.29%

FAQ About GILPIN WEALTH MANAGEMENT, LLC and FTNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILPIN WEALTH MANAGEMENT, LLC reported owning FTNT?

GILPIN WEALTH MANAGEMENT, LLC reported FTNT across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FTNT position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for FTNT was 3.02% in 2026 Q2.

What is the latest reported FTNT position on this page?

The most recent filing on this page is 2026 Q2, when GILPIN WEALTH MANAGEMENT, LLC reported 28,411 shares, equal to 3.02% of portfolio, with an estimated market value of $4.4M.

What does the chart on this FTNT ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, LLC's quarterly FTNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GILPIN WEALTH MANAGEMENT, LLC time their FTNT position?

Based on 13F filing dates vs. subsequent FTNT price moves, GILPIN WEALTH MANAGEMENT, LLC correctly timed 1 out of 3 reported position changes (33%).

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