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
2026
Q2 		$293K Buy
+12,666
New +$337K 0.18% 42
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gimbal Financial's BTU Position: Q2 2026 in Review

Gimbal Financial opened a new position in Peabody Energy (BTU) in Q2 2026: 12,666 shares worth $293K. The stake represents 0.18% of the portfolio and ranks #42 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in BTU as recently as Q3 2025.

Gimbal Financial first reported a position in BTU in Q4 2023 and has held it in 9 quarters since. The position peaked at $333K in Q3 2025. 328 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Gimbal Financial held 12,666 shares of Peabody Energy worth $293K as of Q2 2026.
  • Peabody Energy was a new Gimbal Financial position in Q2 2026.
  • Peabody Energy made up 0.18% of Gimbal Financial's portfolio in Q2 2026, its #42 holding.
  • Gimbal Financial first reported a position in Peabody Energy in Q4 2023 and has held it in 9 quarters since.
  • Gimbal Financial's Peabody Energy position peaked at $333K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.