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Goosehead Ins shares owned by Gibbs Wealth Management

Quarter-by-quarter ownership of Goosehead Ins (GSHD) shares owned by Gibbs Wealth Management from 13F filings

Historical chart of Gibbs Wealth Management investment in Goosehead Ins

Tip: Access up to 7 years of quarterly data

All positions including Goosehead Ins held by Gibbs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goosehead Ins by Gibbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 5.9k 74.42
2025-06-30 $791k 7.5k 105.51

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs Wealth Management

Top funds holding Goosehead Ins

BlackRock
Vanguard Group
Daniel D. Thurber
Kayne Anderson Rudnick Investment Management
Capital World Investors
Durable Capital Partners
T. Rowe Price Investment Management
Balyasny Asset Management
State Street Corporation
Df Dent & Co
Geode Capital Management
Dimensional Fund Advisors
Akre Capital Management
Whitebark Investors
Jacobs Levy Equity Management

View all funds holding Goosehead Ins