GGM Wealth Advisors’s Barrett Business Services BBSI Stock Holding History

GGM Wealth Advisors’s Portfolio BBSI Stock Details BBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.45M	Hold	60,040	–	–	1.36%	21
2024 Q4	$2.61M	Hold	60,040	–	–	1.36%	23
2024 Q3	$2.25M	Hold	60,040	–	–	0.97%	27
2024 Q2	$1.97M	Hold	60,040	–	–	0.9%	31
2024 Q1	$1.83M	Hold	60,040	–	–	0.85%	31
2023 Q4	$1.71M	Hold	60,040	–	–	0.71%	34
2023 Q3	$1.35M	Sell	60,040 -14,408	-19%	-$332K	0.59%	39
2023 Q2	$1.6M	Hold	74,448	–	–	0.65%	34
2023 Q1	$1.65M	Hold	74,448	–	–	0.94%	27
2022 Q4	$1.76M	Hold	74,448	–	–	0.91%	29
2022 Q3	$1.59M	Hold	74,448	–	–	0.86%	28
2022 Q2	$1.37M	Hold	74,448	–	–	0.77%	32
2022 Q1	$1.38M	Sell	74,448 -40	-0.1%	-$676	0.69%	35
2021 Q4	$1.24M	Hold	74,488	–	–	0.99%	26
2021 Q3	$1.52M	Hold	74,488	–	–	1.21%	18
2021 Q2	$1.35M	Hold	74,488	–	–	1.15%	22
2021 Q1	$1.36M	Hold	74,488	–	–	1.09%	23
2020 Q4	$1.29M	Buy	+74,488	New	+$1.21M	1.27%	20

Other funds holding BBSI

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GGM Wealth Advisors's BBSI Position: Q1 2025 in Review

GGM Wealth Advisors held its Barrett Business Services (BBSI) position steady in Q1 2025 at 60,040 shares worth $2.45M. The position accounts for 1.36% of the portfolio, ranked #21.

GGM Wealth Advisors first reported a position in BBSI in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.61M in Q4 2024. 190 funds tracked by Wall St. Rank hold BBSI as of Q1 2025.

GGM Wealth Advisors held 60,040 shares of Barrett Business Services worth $2.45M as of Q1 2025.
GGM Wealth Advisors left its Barrett Business Services share count unchanged in Q1 2025.
Barrett Business Services made up 1.36% of GGM Wealth Advisors's portfolio in Q1 2025, its #21 holding.
GGM Wealth Advisors first reported a position in Barrett Business Services in Q4 2020 and has held it in 18 quarters since.
GGM Wealth Advisors's Barrett Business Services position peaked at $2.61M in Q4 2024.
190 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.