Gimbal Financial ONEQ — FIDELITY COMWLTH TR

Ownership history in Gimbal Financial  ·  8 quarters on record

AI Ownership Summary

Gimbal Financial reported FIDELITY COMWLTH TR (ONEQ) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 6.78% in 2024 Q2. The latest visible filing shows ONEQ at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ONEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gimbal Financial's position in FIDELITY COMWLTH TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ONEQ was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.78% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONEQ stock page Gimbal Financial fund profile Gimbal Financial full holdings
How Gimbal Financial held ONEQ — position size vs. price
% of Fund (quarterly)    ONEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 3,561 +1,030 +40.7% 0.19% $317K 2025-11-14 (Est.) $89.79
2025 Q2 REDUCED 42.6% +11.1% ❌ 2,531 -1,881 -42.6% 0.12% $203K 2025-07-30 $82.84
2025 Q1 REDUCED 94.9% +17.9% ❌ 4,412 -82,282 -94.9% 0.27% $300K 2025-04-23 $65.23
2024 Q4 ADDED — — — 86,694 +3,455 +4.2% 5.39% $6.6M 2025-02-03 $75.72
2024 Q3 REDUCED 34.8% +7.4% ❌ 83,239 -44,415 -34.8% 3.92% $6.0M 2024-10-25 $72.31
2024 Q2 ADDED — — — 127,654 +123,696 +3125.2% 6.78% $9.2M 2024-07-12 $71.61
2024 Q1 REDUCED 13.2% +9.4% ❌ 3,958 -602 -13.2% 0.21% $255K 2024-05-01 $60.63
2023 Q4 INITIATED — — — 4,560 — — 0.27% $270K 2024-02-01 $59.66

🏢 Other funds also holding ONEQ

As of 2026 Q1 — sorted by position size

David Kennon Inc 3Y 7.15% Prasad Wealth Partners, LLC 5.87% LJI Wealth Management, LLC 5.2% Keenan, LLC 3.83% Heck Capital Advisors, LLC 3.69% TCP Asset Management, LLC 3Y 3.3% jvl associates llc 3Y 3.16% Roxbury Financial LLC 3.07% Cedar Point Capital Partners, LLC 2.85% Hubbell Strickland Wealth Management, LLC 3Y 2.08%

FAQ About Gimbal Financial and ONEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gimbal Financial reported owning ONEQ?

Gimbal Financial reported ONEQ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ONEQ position in Gimbal Financial's portfolio?

The largest reported portfolio weight for ONEQ was 6.78% in 2024 Q2.

What is the latest reported ONEQ position on this page?

The most recent filing on this page is 2025 Q3, when Gimbal Financial reported 3,561 shares, equal to 0.19% of portfolio, with an estimated market value of $317K.

What does the chart on this ONEQ ownership page compare?

The chart compares Gimbal Financial's quarterly ONEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gimbal Financial time their ONEQ position?

Based on 13F filing dates vs. subsequent ONEQ price moves, Gimbal Financial correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on ONEQ relative to SPY over the holding period was +4.0%.

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