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Gibbs Wealth Management’s Guidewire Software GWRE Stock Holding History

Gibbs Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,169
Closed -$587K – 444
2025
Q4 		$587K Sell
3,169
-1,114
-26% -$246K 0.14% 169
2025
Q3 		$984K Sell
4,283
-972
-18% -$221K 0.22% 105
2025
Q2 		$1.24M Buy
+5,255
New +$1.13M 0.24% 92

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State Street
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
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Gibbs Wealth Management's GWRE Position: Q1 2026 in Review

Gibbs Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 3,169 shares — an estimated $587K sold.

Gibbs Wealth Management first reported a position in GWRE in Q2 2025 and held it in 3 quarters. The position peaked at $1.24M in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 3,169 Guidewire Software shares in Q1 2026, an estimated $587K.
  • Gibbs Wealth Management first reported a position in Guidewire Software in Q2 2025 and held it in 3 quarters.
  • Gibbs Wealth Management's Guidewire Software position peaked at $1.24M in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

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