NWAG
GIB icon

Net Worth Advisory Group’s CGI GIB Stock Holding History

Net Worth Advisory Group’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Buy
4,691
+157
+3% +$10.7K 0.08% 285
2026
Q1 		$331K Buy
4,534
+633
+16% +$50.6K 0.07% 278
2025
Q4 		$360K Buy
3,901
+175
+5% +$15.6K 0.07% 266
2025
Q3 		$332K Sell
3,726
-128
-3% -$12.4K 0.1% 247
2025
Q2 		$404K Buy
3,854
+148
+4% +$15.6K 0.09% 227
2025
Q1 		$370K Sell
3,706
-318
-8% -$34.9K 0.12% 203
2024
Q4 		$440K Sell
4,024
-41
-1% -$4.61K 0.13% 187
2024
Q3 		$467K Buy
+4,065
New +$444K 0.14% 180

Other funds holding GIB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return