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Gibbs Wealth Management’s Hamilton Lane HLNE Stock Holding History

Gibbs Wealth Management’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$554K Buy
5,569
+892
+19% +$110K 0.07% 262
2025
Q4 		$693K Buy
4,677
+819
+21% +$103K 0.17% 141
2025
Q3 		$520K Sell
3,858
-798
-17% -$120K 0.12% 206
2025
Q2 		$662K Buy
4,656
+2,140
+85% +$323K 0.13% 187
2025
Q1 		$374K Buy
+2,516
New +$383K 0.09% 220

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gibbs Wealth Management increased its Hamilton Lane (HLNE) stake by 19% in Q1 2026, buying an estimated $110K and bringing the position to 5,569 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #262.

Gibbs Wealth Management first reported a position in HLNE in Q1 2025 and has held it in 5 quarters since. The position peaked at $693K in Q4 2025. 388 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Gibbs Wealth Management held 5,569 shares of Hamilton Lane worth $554K as of Q1 2026.
  • Gibbs Wealth Management bought 892 Hamilton Lane shares in Q1 2026, an estimated $110K.
  • Hamilton Lane made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Gibbs Wealth Management first reported a position in Hamilton Lane in Q1 2025 and has held it in 5 quarters since.
  • Gibbs Wealth Management's Hamilton Lane position peaked at $693K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

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