GWM
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Gibbs Wealth Management’s Citigroup C Stock Holding History

Gibbs Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Buy
15,368
+7,563
+97% +$861K 0.23% 83
2025
Q4 		$947K Sell
7,805
-1,610
-17% -$167K 0.23% 98
2025
Q3 		$956K Sell
9,415
-4,441
-32% -$421K 0.22% 110
2025
Q2 		$1.18M Buy
13,856
+2,654
+24% +$192K 0.23% 100
2025
Q1 		$795K Buy
11,202
+535
+5% +$40.8K 0.19% 120
2024
Q4 		$751K Buy
10,667
+1,869
+21% +$126K 0.2% 106
2024
Q3 		$551K Buy
8,798
+1,507
+21% +$93.2K 0.18% 134
2024
Q2 		$463K Buy
7,291
+2,027
+39% +$125K 0.19% 127
2024
Q1 		$333K Buy
+5,264
New +$293K 0.19% 127

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gibbs Wealth Management increased its Citigroup (C) stake by 97% in Q1 2026, buying an estimated $861K and bringing the position to 15,368 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #83.

Gibbs Wealth Management first reported a position in C in Q1 2024 and has held it in 9 quarters since. 2,478 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Gibbs Wealth Management held 15,368 shares of Citigroup worth $1.74M as of Q1 2026.
  • Gibbs Wealth Management bought 7,563 Citigroup shares in Q1 2026, an estimated $861K.
  • Citigroup made up 0.23% of Gibbs Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Gibbs Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
  • 2,478 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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