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Gibbs Wealth Management’s Cohen & Steers CNS Stock Holding History

Gibbs Wealth Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,933
Closed -$389K – 329
2025
Q3 		$389K Sell
5,933
-1,284
-18% -$94.1K 0.09% 235
2025
Q2 		$544K Buy
7,217
+916
+15% +$70.4K 0.1% 215
2025
Q1 		$506K Buy
6,301
+1,513
+32% +$129K 0.12% 186
2024
Q4 		$442K Buy
4,788
+700
+17% +$69.2K 0.12% 185
2024
Q3 		$392K Buy
4,088
+563
+16% +$47.9K 0.13% 183
2024
Q2 		$256K Buy
+3,525
New +$251K 0.1% 203

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Gibbs Wealth Management's CNS Position: Q4 2025 in Review

Gibbs Wealth Management sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 5,933 shares — an estimated $389K sold.

Gibbs Wealth Management first reported a position in CNS in Q2 2024 and held it in 6 quarters. The position peaked at $544K in Q2 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Gibbs Wealth Management reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 5,933 Cohen & Steers shares in Q4 2025, an estimated $389K.
  • Gibbs Wealth Management first reported a position in Cohen & Steers in Q2 2024 and held it in 6 quarters.
  • Gibbs Wealth Management's Cohen & Steers position peaked at $544K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Gibbs Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.