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Gibbs Wealth Management’s Aaon AAON Stock Holding History

Gibbs Wealth Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,944
Closed -$1.18M – 329
2025
Q2 		$1.18M Buy
15,944
+1,021
+7% +$89.5K 0.23% 102
2025
Q1 		$1.17M Buy
14,923
+2,638
+21% +$272K 0.28% 86
2024
Q4 		$1.45M Buy
12,285
+2,059
+20% +$252K 0.39% 57
2024
Q3 		$1.1M Buy
10,226
+1,905
+23% +$174K 0.36% 65
2024
Q2 		$726K Buy
8,321
+2,061
+33% +$168K 0.29% 84
2024
Q1 		$552K Buy
+6,260
New +$491K 0.32% 80

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Gibbs Wealth Management's AAON Position: Q3 2025 in Review

Gibbs Wealth Management sold out of Aaon (AAON) in Q3 2025, closing a stake of 15,944 shares — an estimated $1.18M sold.

Gibbs Wealth Management first reported a position in AAON in Q1 2024 and held it in 6 quarters. The position peaked at $1.45M in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Gibbs Wealth Management reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 15,944 Aaon shares in Q3 2025, an estimated $1.18M.
  • Gibbs Wealth Management first reported a position in Aaon in Q1 2024 and held it in 6 quarters.
  • Gibbs Wealth Management's Aaon position peaked at $1.45M in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Gibbs Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.