Congress Wealth Management’s GitLab GTLB Stock Holding History

Congress Wealth Management’s Portfolio GTLB Stock Details GTLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,525	Closed	-$424K	–	1090
2024 Q4	$424K	Buy	+7,525	New	+$439K	0.01%	678

Other funds holding GTLB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Congress Wealth Management's GTLB Position: Q1 2025 in Review

Congress Wealth Management sold out of GitLab (GTLB) in Q1 2025, closing a stake of 7,525 shares — an estimated $424K sold.

Congress Wealth Management first reported a position in GTLB in Q4 2024 and held it in 1 quarter. The position peaked at $424K in Q4 2024. 428 funds tracked by Wall St. Rank hold GTLB as of Q1 2025.

Congress Wealth Management reported no remaining GitLab position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 7,525 GitLab shares in Q1 2025, an estimated $424K.
Congress Wealth Management first reported a position in GitLab in Q4 2024 and held it in 1 quarter.
Congress Wealth Management's GitLab position peaked at $424K in Q4 2024.
428 funds tracked by Wall St. Rank held GitLab as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.