IWC
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Integrated Wealth Concepts’s GitLab GTLB Stock Holding History

Integrated Wealth Concepts’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
64,805
+36,950
+133% +$1.08M 0.01% 927
2025
Q4 		$1.05M Buy
27,855
+16,690
+149% +$723K 0.01% 754
2025
Q3 		$503K Sell
11,165
-141
-1% -$6.45K ﹤0.01% 1338
2025
Q2 		$510K Sell
11,306
-684
-6% -$31.3K 0.01% 1261
2025
Q1 		$563K Sell
11,990
-4,487
-27% -$274K 0.01% 1090
2024
Q4 		$928K Buy
16,477
+12,282
+293% +$716K 0.01% 849
2024
Q3 		$216K Sell
4,195
-1,145
-21% -$57.2K ﹤0.01% 1524
2024
Q2 		$266K Sell
5,340
-100
-2% -$5.2K ﹤0.01% 1379
2024
Q1 		$317K Buy
5,440
+1,193
+28% +$78.2K ﹤0.01% 1295
2023
Q4 		$267K Buy
+4,247
New +$215K ﹤0.01% 1321
2023
Q3 		– Sell
-4,997
Closed -$255K – 1583
2023
Q2 		$255K Buy
+4,997
New +$186K ﹤0.01% 1304

Other funds holding GTLB

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return