Gibbs Wealth Management
- SEC CIK
- 0002081110
- Latest filing
- May 13, 2026
MSCI holding history
MSCI Inc. in every 13F filed by Gibbs Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSCI overviewAll 13F holders of MSCIFull Q1 2026 holdings
- Shares (Q1 2026)
- 2,821
- Value
- $1.52M
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,821 | $1.52M | 0.2% | −485−14.7% | Reduced | Holders |
| Q4 2025 | 3,306 | $1.92M | 0.5% | −478−12.6% | Reduced | Holders |
| Q3 2025 | 3,784 | $2.15M | 0.5% | −573−13.2% | Reduced | Holders |
| Q2 2025 | 4,357 | $2.51M | 0.5% | +755+21.0% | Added | Holders |
| Q1 2025 | 3,602 | $2.04M | 0.5% | +614+20.5% | Added | Holders |
| Q4 2024 | 2,988 | $1.79M | 0.5% | +446+17.5% | Added | Holders |
| Q3 2024 | 2,542 | $1.48M | 0.5% | +1,256+97.7% | Added | Holders |
| Q2 2024 | 1,286 | $619.5K | 0.3% | +1,286 | New | Holders |