GHP Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$214K Hold
2,501
– – 0.01% 396
2026
Q2
$218K Hold
2,501
– – 0.01% 394
2026
Q1
$168K Hold
2,501
– – 0.01% 406
2025
Q4
$161K Hold
2,501
– – 0.01% 408
2025
Q3
$172K Hold
2,501
– – 0.01% 397
2025
Q2
$139K Sell
2,501
-455
-15% -$21.6K 0.01% 408
2025
Q1
$122K Sell
2,956
-184
-6% -$9.12K 0.01% 405
2024
Q4
$139K Hold
3,140
– – 0.01% 407
2024
Q3
$109K Hold
3,140
– – 0.01% 424
2024
Q2
$96.2K Sell
3,140
-408
-11% -$12.2K ﹤0.01% 434
2024
Q1
$99.1K Hold
3,548
– – ﹤0.01% 431
2023
Q4
$73.5K Hold
3,548
– – ﹤0.01% 453
2023
Q3
$75.5K Hold
3,548
– – ﹤0.01% 451
2023
Q2
$81.3K Buy
+3,548
New +$70K ﹤0.01% 446

Other funds holding IBKR

GHP Investment Advisors's IBKR Position: Q3 2026 in Review

GHP Investment Advisors held its Interactive Brokers (IBKR) position steady in Q3 2026 at 2,501 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #396.

GHP Investment Advisors first reported a position in IBKR in Q2 2023 and has held it in 14 quarters since. The position peaked at $218K in Q2 2026. 99 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • GHP Investment Advisors held 2,501 shares of Interactive Brokers worth $214K as of Q3 2026.
  • GHP Investment Advisors left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up 0.01% of GHP Investment Advisors's portfolio in Q3 2026, its #396 holding.
  • GHP Investment Advisors first reported a position in Interactive Brokers in Q2 2023 and has held it in 14 quarters since.
  • GHP Investment Advisors's Interactive Brokers position peaked at $218K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on GHP Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.