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Gibbs Wealth Management’s PTC PTC Stock Holding History

Gibbs Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Buy
3,675
+2,448
+200% +$387K 0.07% 285
2025
Q4 		$210K Buy
1,227
+20
+2% +$3.72K 0.05% 313
2025
Q3 		$245K Sell
1,207
-392
-25% -$79.9K 0.06% 298
2025
Q2 		$276K Buy
+1,599
New +$258K 0.05% 298

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gibbs Wealth Management increased its PTC (PTC) stake by 200% in Q1 2026, buying an estimated $387K and bringing the position to 3,675 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #285.

Gibbs Wealth Management first reported a position in PTC in Q2 2025 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Gibbs Wealth Management held 3,675 shares of PTC worth $524K as of Q1 2026.
  • Gibbs Wealth Management bought 2,448 PTC shares in Q1 2026, an estimated $387K.
  • PTC made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #285 holding.
  • Gibbs Wealth Management first reported a position in PTC in Q2 2025 and has held it in 4 quarters since.
  • 698 funds tracked by Wall St. Rank held PTC as of Q1 2026.

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