Portfolio (Quarterly)
Guide ↗
Gibbs Wealth Management
· CIK 0002081110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 10,307.0 | $176K | 0.04% | NEW | — | $17.09 | +13.4% |
| 322 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 28,440.0 | $154K | 0.04% | +630.0 | +2.3% | $5.41 | +0.0% |
| 323 | — | STRIVE INC | — | 80,000.0 | $76K | 0.02% | NEW | — | $0.95 | — |
| 324 | EDIT | EDITAS MEDICINE INC | Healthcare | 10,308.0 | $21K | 0.01% | — | — | $2.07 | +29.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.9%
Financial Services
15.7%
Healthcare
14.0%
Industrials
11.9%
Consumer Cyclical
10.7%
Communication Services
7.2%
Consumer Defensive
3.4%
Basic Materials
2.9%
Energy
2.7%
Utilities
1.8%