Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,279
Closed -$128K 1248
2025
Q1
$128K Sell
1,279
-20
-2% -$2.19K 0.01% 748
2024
Q4
$142K Buy
1,299
+579
+80% +$65.1K ﹤0.01% 874
2024
Q3
$82.8K Buy
+720
New +$78.7K ﹤0.01% 940

Other funds holding GIB

GeoWealth Management's GIB Position: Q2 2025 in Review

GeoWealth Management sold out of CGI (GIB) in Q2 2025, closing a stake of 1,279 shares — an estimated $128K sold.

GeoWealth Management first reported a position in GIB in Q3 2024 and held it in 3 quarters. The position peaked at $142K in Q4 2024. 360 funds tracked by Wall St. Rank hold GIB as of Q2 2025.

  • GeoWealth Management reported no remaining CGI position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,279 CGI shares in Q2 2025, an estimated $128K.
  • GeoWealth Management first reported a position in CGI in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's CGI position peaked at $142K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held CGI as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.