GWM
CSW

Gibbs Wealth Management’s CSW Industrials CSW Stock Holding History

Gibbs Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
2,964
+1,129
+62% +$328K 0.1% 205
2025
Q4 		$586K Sell
1,835
-147
-7% -$39.2K 0.14% 170
2025
Q3 		$481K Sell
1,982
-341
-15% -$91.5K 0.11% 214
2025
Q2 		$666K Buy
2,323
+254
+12% +$76.7K 0.13% 185
2025
Q1 		$603K Buy
2,069
+309
+18% +$100K 0.15% 162
2024
Q4 		$621K Buy
1,760
+277
+19% +$108K 0.17% 134
2024
Q3 		$543K Buy
1,483
+236
+19% +$73.7K 0.18% 138
2024
Q2 		$331K Buy
+1,247
New +$309K 0.13% 170

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return