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Gibbs Wealth Management’s Stride LRN Stock Holding History

Gibbs Wealth Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,487
Closed -$694K – 373
2025
Q1 		$694K Buy
5,487
+798
+17% +$101K 0.17% 142
2024
Q4 		$487K Buy
4,689
+1,064
+29% +$101K 0.13% 172
2024
Q3 		$309K Buy
+3,625
New +$280K 0.1% 210

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 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 LRN Position: Q2 2025 in Review

Gibbs Wealth Management sold out of Stride (LRN) in Q2 2025, closing a stake of 5,487 shares — an estimated $694K sold.

Gibbs Wealth Management first reported a position in LRN in Q3 2024 and held it in 3 quarters. The position peaked at $694K in Q1 2025. 535 funds tracked by Wall St. Rank hold LRN as of Q2 2025.

  • Gibbs Wealth Management reported no remaining Stride position as of Q2 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 5,487 Stride shares in Q2 2025, an estimated $694K.
  • Gibbs Wealth Management first reported a position in Stride in Q3 2024 and held it in 3 quarters.
  • Gibbs Wealth Management's Stride position peaked at $694K in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Stride as of Q2 2025.

Based on Gibbs Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.