Total Wealth Planning & Management, Inc. GILD — GILEAD SCIENCES INC

Ownership history in Total Wealth Planning & Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Total Wealth Planning & Management, Inc. reported GILEAD SCIENCES INC (GILD) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.09% in 2026 Q1. The latest visible filing shows GILD at 1.09% 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 GILD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Total Wealth Planning & Management, Inc.'s position in GILEAD SCIENCES 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 Q1

GILD was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

GILD stock page Total Wealth Planning & Management, Inc. fund profile Total Wealth Planning & Management, Inc. full holdings
How Total Wealth Planning & Management, Inc. held GILD — position size vs. price
% of Fund (quarterly)    GILD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,544 +5,840 +124.1% 1.09% $1.5M 2026-05-05 $133.48
2025 Q4 REDUCED — — — 4,704 -80 -1.7% 0.43% $577K 2026-02-11 $154.92
2025 Q2 UNCHANGED — — — 4,784 — 0% 0.43% $530K 2025-07-24 $111.05
2025 Q1 REDUCED 11.0% -0.3% ✅ 4,784 -590 -11.0% 0.51% $536K 2025-04-24 $103.40
2024 Q4 INITIATED — — — 5,374 — — 0.45% $496K 2025-02-28 $110.57

🏢 Other funds also holding GILD

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 4.96% Catalio Capital Management, LP 4.77% Opes Wealth Management LLC 3Y 7Y 3.89% Bellevue Group AG 3Y 7Y 3.88% Kiltearn Partners LLP 3Y 7Y 3.76% SECTORAL ASSET MANAGEMENT INC 3Y 7Y 3.42% Kessler Investment Group, LLC 3Y 7Y 3.29% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.19% NIA IMPACT ADVISORS, LLC 3Y 3.08% Financial Advisors Network, Inc. 3Y 7Y 3.0%

FAQ About Total Wealth Planning & Management, Inc. and GILD

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

How long has Total Wealth Planning & Management, Inc. reported owning GILD?

Total Wealth Planning & Management, Inc. reported GILD across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GILD position in Total Wealth Planning & Management, Inc.'s portfolio?

The largest reported portfolio weight for GILD was 1.09% in 2026 Q1.

What is the latest reported GILD position on this page?

The most recent filing on this page is 2026 Q1, when Total Wealth Planning & Management, Inc. reported 10,544 shares, equal to 1.09% of portfolio, with an estimated market value of $1.5M.

What does the chart on this GILD ownership page compare?

The chart compares Total Wealth Planning & Management, Inc.'s quarterly GILD 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 Total Wealth Planning & Management, Inc. time their GILD position?

Based on 13F filing dates vs. subsequent GILD price moves, Total Wealth Planning & Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GILD relative to SPY over the holding period was -2.0%.

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