GWM
P

Gibbs Wealth Management’s Everpure Inc P Stock Holding History

Gibbs Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,273
Closed -$554K – 452
2025
Q4 		$554K Sell
8,273
-3,006
-27% -$251K 0.13% 183
2025
Q3 		$945K Sell
11,279
-2,914
-21% -$194K 0.21% 111
2025
Q2 		$817K Buy
14,193
+470
+3% +$23.4K 0.16% 156
2025
Q1 		$608K Buy
13,723
+1,889
+16% +$114K 0.15% 159
2024
Q4 		$727K Buy
11,834
+3,531
+43% +$197K 0.2% 112
2024
Q3 		$417K Buy
8,303
+3,215
+63% +$182K 0.14% 174
2024
Q2 		$327K Buy
+5,088
New +$294K 0.13% 173

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Gibbs Wealth Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 8,273 shares — an estimated $554K sold.

Gibbs Wealth Management first reported a position in P in Q2 2024 and held it in 7 quarters. The position peaked at $945K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 8,273 Everpure Inc shares in Q1 2026, an estimated $554K.
  • Gibbs Wealth Management first reported a position in Everpure Inc in Q2 2024 and held it in 7 quarters.
  • Gibbs Wealth Management's Everpure Inc position peaked at $945K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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