Gibbs Wealth Management’s Badger Meter BMI Stock Holding History

Gibbs Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Buy	+2,315	New	+$363K	0.05%	361
2025 Q3	–	Sell	-4,875	Closed	-$1.19M	–	331
2025 Q2	$1.19M	Buy	4,875 +700	+17%	+$159K	0.23%	97
2025 Q1	$794K	Buy	4,175 +1,074	+35%	+$224K	0.19%	121
2024 Q4	$658K	Buy	3,101 +864	+39%	+$188K	0.18%	122
2024 Q3	$489K	Buy	2,237 +262	+13%	+$52.5K	0.16%	150
2024 Q2	$368K	Buy	1,975 +638	+48%	+$116K	0.15%	158
2024 Q1	$216K	Buy	+1,337	New	+$205K	0.12%	178

Other funds holding BMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors

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