GWM
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Gibbs Wealth Management’s Exponent EXPO Stock Holding History

Gibbs Wealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Buy
6,020
+965
+19% +$68.6K 0.05% 345
2025
Q4 		$377K Sell
5,055
-631
-11% -$44.3K 0.09% 242
2025
Q3 		$395K Sell
5,686
-1,148
-17% -$82K 0.09% 232
2025
Q2 		$511K Buy
6,834
+974
+17% +$75.5K 0.1% 223
2025
Q1 		$475K Buy
5,860
+1,220
+26% +$106K 0.11% 195
2024
Q4 		$413K Buy
4,640
+722
+18% +$72.7K 0.11% 191
2024
Q3 		$452K Buy
3,918
+419
+12% +$43.8K 0.15% 159
2024
Q2 		$333K Buy
+3,499
New +$315K 0.13% 168

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Gibbs Wealth Management increased its Exponent (EXPO) stake by 19% in Q1 2026, buying an estimated $68.6K and bringing the position to 6,020 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #345.

Gibbs Wealth Management first reported a position in EXPO in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q2 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Gibbs Wealth Management held 6,020 shares of Exponent worth $393K as of Q1 2026.
  • Gibbs Wealth Management bought 965 Exponent shares in Q1 2026, an estimated $68.6K.
  • Exponent made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Gibbs Wealth Management first reported a position in Exponent in Q2 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Exponent position peaked at $511K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

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