AWM
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AE Wealth Management’s DocGo DCGO Stock Holding History

AE Wealth Management’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,411
Closed -$104K – 2177
2024
Q4 		$104K Buy
24,411
+13,225
+118% +$51K ﹤0.01% 1414
2024
Q3 		$37.1K Buy
+11,186
New +$38K ﹤0.01% 1223

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's DCGO Position: Q1 2025 in Review

AE Wealth Management sold out of DocGo (DCGO) in Q1 2025, closing a stake of 24,411 shares — an estimated $104K sold.

AE Wealth Management first reported a position in DCGO in Q3 2024 and held it in 2 quarters. The position peaked at $104K in Q4 2024. 135 funds tracked by Wall St. Rank hold DCGO as of Q1 2025.

  • AE Wealth Management reported no remaining DocGo position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 24,411 DocGo shares in Q1 2025, an estimated $104K.
  • AE Wealth Management first reported a position in DocGo in Q3 2024 and held it in 2 quarters.
  • AE Wealth Management's DocGo position peaked at $104K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held DocGo as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.