Carolina Wealth Advisors’s The Greenbrier Companies GBX Stock Holding History

Carolina Wealth Advisors’s Portfolio GBX Stock Details GBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,595	Closed	-$287K	–	292
2025 Q1	$287K	Sell	5,595 -8,264	-60%	-$494K	0.15%	56
2024 Q4	$845K	Buy	13,859 +331	+2%	+$20.2K	0.45%	28
2024 Q3	$688K	Sell	13,528 -1,249	-8%	-$59.6K	0.35%	37
2024 Q2	$732K	Buy	14,777 +1,568	+12%	+$81.3K	0.36%	39
2024 Q1	$688K	Sell	13,209 -32	-0.2%	-$1.54K	0.37%	38
2023 Q4	$585K	Sell	13,241 -227	-2%	-$8.88K	0.3%	49
2023 Q3	$539K	Buy	+13,468	New	+$578K	0.3%	53

Other funds holding GBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carolina Wealth Advisors's GBX Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of The Greenbrier Companies (GBX) in Q2 2025, closing a stake of 5,595 shares — an estimated $287K sold.

Carolina Wealth Advisors first reported a position in GBX in Q3 2023 and held it in 7 quarters. The position peaked at $845K in Q4 2024. 258 funds tracked by Wall St. Rank hold GBX as of Q2 2025.

Carolina Wealth Advisors reported no remaining The Greenbrier Companies position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 5,595 The Greenbrier Companies shares in Q2 2025, an estimated $287K.
Carolina Wealth Advisors first reported a position in The Greenbrier Companies in Q3 2023 and held it in 7 quarters.
Carolina Wealth Advisors's The Greenbrier Companies position peaked at $845K in Q4 2024.
258 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.