Whalen Wealth Management’s GitLab GTLB Stock Holding History

Whalen Wealth Management’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
2025 Q1	–	Sell	-5,420	Closed	-$305K	–	145
2024 Q4	$305K	Buy	+5,420	New	+$316K	0.21%	94

Other funds holding GTLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Whalen Wealth Management's GTLB Position: Q1 2025 in Review

Whalen Wealth Management sold out of GitLab (GTLB) in Q1 2025, closing a stake of 5,420 shares — an estimated $305K sold.

Whalen Wealth Management first reported a position in GTLB in Q4 2024 and held it in 1 quarter. The position peaked at $305K in Q4 2024. 428 funds tracked by Wall St. Rank hold GTLB as of Q1 2025.

Whalen Wealth Management reported no remaining GitLab position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 5,420 GitLab shares in Q1 2025, an estimated $305K.
Whalen Wealth Management first reported a position in GitLab in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's GitLab position peaked at $305K in Q4 2024.
428 funds tracked by Wall St. Rank held GitLab as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.