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Gibbs Wealth Management’s Ares Management ARES Stock Holding History

Gibbs Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
2,066
+889
+76% +$118K 0.03% 412
2025
Q4 		$207K Sell
1,177
-110
-9% -$17.1K 0.05% 317
2025
Q3 		$206K Sell
1,287
-333
-21% -$60.1K 0.05% 322
2025
Q2 		$281K Buy
+1,620
New +$256K 0.05% 295
2025
Q1 		– Sell
-1,358
Closed -$240K – 308
2024
Q4 		$240K Buy
+1,358
New +$232K 0.07% 261

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gibbs Wealth Management's ARES Position: Q1 2026 in Review

Gibbs Wealth Management increased its Ares Management (ARES) stake by 76% in Q1 2026, buying an estimated $118K and bringing the position to 2,066 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #412.

Gibbs Wealth Management first reported a position in ARES in Q4 2024 and has held it in 5 quarters since. The position peaked at $281K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Gibbs Wealth Management held 2,066 shares of Ares Management worth $225K as of Q1 2026.
  • Gibbs Wealth Management bought 889 Ares Management shares in Q1 2026, an estimated $118K.
  • Ares Management made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Gibbs Wealth Management first reported a position in Ares Management in Q4 2024 and has held it in 5 quarters since.
  • Gibbs Wealth Management's Ares Management position peaked at $281K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.