GWM
IT icon

Gibbs Wealth Management’s Gartner IT Stock Holding History

Gibbs Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,009
Closed -$812K – 350
2025
Q2 		$812K Buy
2,009
+186
+10% +$77.8K 0.16% 157
2025
Q1 		$765K Buy
1,823
+231
+15% +$114K 0.18% 125
2024
Q4 		$771K Sell
1,592
-183
-10% -$94.3K 0.21% 103
2024
Q3 		$899K Buy
1,775
+120
+7% +$57.7K 0.29% 77
2024
Q2 		$743K Buy
1,655
+549
+50% +$244K 0.3% 81
2024
Q1 		$527K Buy
+1,106
New +$509K 0.3% 85

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gibbs Wealth Management's IT Position: Q3 2025 in Review

Gibbs Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 2,009 shares — an estimated $812K sold.

Gibbs Wealth Management first reported a position in IT in Q1 2024 and held it in 6 quarters. The position peaked at $899K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Gibbs Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 2,009 Gartner shares in Q3 2025, an estimated $812K.
  • Gibbs Wealth Management first reported a position in Gartner in Q1 2024 and held it in 6 quarters.
  • Gibbs Wealth Management's Gartner position peaked at $899K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Gibbs Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.