GWM
COO icon

Gibbs Wealth Management’s Cooper Companies COO Stock Holding History

Gibbs Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$975K Buy
13,632
+4,738
+53% +$375K 0.13% 160
2025
Q4 		$742K Sell
8,894
-889
-9% -$66.5K 0.18% 133
2025
Q3 		$671K Sell
9,783
-12,089
-55% -$856K 0.15% 158
2025
Q2 		$1.56M Buy
21,872
+2,212
+11% +$169K 0.3% 72
2025
Q1 		$1.66M Buy
19,660
+3,813
+24% +$342K 0.4% 56
2024
Q4 		$1.46M Buy
15,847
+2,967
+23% +$302K 0.4% 56
2024
Q3 		$1.42M Buy
12,880
+1,208
+10% +$118K 0.46% 49
2024
Q2 		$1.02M Buy
11,672
+3,055
+35% +$285K 0.41% 56
2024
Q1 		$874K Buy
+8,617
New +$834K 0.5% 48

Other funds holding COO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return