GWM
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Gibbs Wealth Management’s Cloudflare NET Stock Holding History

Gibbs Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Sell
2,517
-924
-27% -$176K 0.07% 288
2025
Q4 		$629K Sell
3,441
-1,248
-27% -$264K 0.15% 159
2025
Q3 		$1.01M Buy
+4,689
New +$957K 0.23% 101

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 NET Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Cloudflare (NET) stake by 27% in Q1 2026, selling an estimated $176K and leaving 2,517 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #288.

Gibbs Wealth Management first reported a position in NET in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Gibbs Wealth Management held 2,517 shares of Cloudflare worth $519K as of Q1 2026.
  • Gibbs Wealth Management sold 924 Cloudflare shares in Q1 2026, an estimated $176K.
  • Cloudflare made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #288 holding.
  • Gibbs Wealth Management first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • Gibbs Wealth Management's Cloudflare position peaked at $1.01M in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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