GF
BTU icon

Gimbal Financial’s Peabody Energy BTU Stock Holding History

Gimbal Financial’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$333K Buy
12,570
+56
+0.4% +$998 0.2% 35
2025
Q2 		$168K Buy
12,514
+71
+0.6% +$937 0.1% 47
2025
Q1 		$169K Buy
12,443
+74
+0.6% +$1.19K 0.15% 40
2024
Q4 		$259K Buy
12,369
+39
+0.3% +$963 0.21% 39
2024
Q3 		$301K Buy
12,330
+41
+0.3% +$934 0.2% 37
2024
Q2 		$280K Buy
12,289
+38
+0.3% +$877 0.21% 35
2024
Q1 		$297K Buy
12,251
+35
+0.3% +$881 0.24% 33
2023
Q4 		$297K Buy
+12,216
New +$295K 0.3% 30

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Gimbal Financial's BTU Position: Q3 2025 in Review

Gimbal Financial increased its Peabody Energy (BTU) stake by 0.45% in Q3 2025, buying an estimated $998 and bringing the position to 12,570 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #35.

Gimbal Financial first reported a position in BTU in Q4 2023 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • Gimbal Financial held 12,570 shares of Peabody Energy worth $333K as of Q3 2025.
  • Gimbal Financial bought 56 Peabody Energy shares in Q3 2025, an estimated $998.
  • Peabody Energy made up 0.2% of Gimbal Financial's portfolio in Q3 2025, its #35 holding.
  • Gimbal Financial first reported a position in Peabody Energy in Q4 2023 and has held it in 8 quarters since.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.