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Spire Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Spire Wealth Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$1.1K – 2346
2025
Q4 		$1.1K Sell
100
-390
-80% -$4.34K ﹤0.01% 2181
2025
Q3 		$5.76K Hold
490
– – ﹤0.01% 1926
2025
Q2 		$5.05K Sell
490
-120
-20% -$1.24K ﹤0.01% 1936
2025
Q1 		$7.3K Hold
610
– – ﹤0.01% 1944
2024
Q4 		$8.02K Buy
+610
New +$10.5K ﹤0.01% 1901
2023
Q4 		– Sell
-2,135
Closed -$39.6K – 2425
2023
Q3 		$39.6K Hold
2,135
– – ﹤0.01% 1250
2023
Q2 		$37.9K Buy
2,135
+383
+22% +$7.14K ﹤0.01% 1317
2023
Q1 		$35.7K Buy
1,752
+560
+47% +$11.8K ﹤0.01% 1353
2022
Q4 		$23K Hold
1,192
– – ﹤0.01% 1316
2022
Q3 		$20K Sell
1,192
-560
-32% -$11.9K ﹤0.01% 1336
2022
Q2 		$39K Sell
1,752
-1,924
-52% -$46.9K ﹤0.01% 1395
2022
Q1 		$95K Buy
3,676
+450
+14% +$12K ﹤0.01% 1180
2021
Q4 		$91K Hold
3,226
– – ﹤0.01% 1439
2021
Q3 		$95K Hold
3,226
– – ﹤0.01% 1211
2021
Q2 		$87K Hold
3,226
– – ﹤0.01% 1235
2021
Q1 		$82K Buy
+3,226
New +$80.7K ﹤0.01% 1483

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's LBTYK Position: Q1 2026 in Review

Spire Wealth Management sold out of Liberty Global Class C (LBTYK) in Q1 2026, closing a stake of 100 shares — an estimated $1.1K sold.

Spire Wealth Management first reported a position in LBTYK in Q1 2021 and held it in 16 quarters. The position peaked at $95K in Q1 2022. 276 funds tracked by Wall St. Rank hold LBTYK as of Q1 2026.

  • Spire Wealth Management reported no remaining Liberty Global Class C position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 100 Liberty Global Class C shares in Q1 2026, an estimated $1.1K.
  • Spire Wealth Management first reported a position in Liberty Global Class C in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's Liberty Global Class C position peaked at $95K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.