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Geller Advisors’s Fortinet FTNT Stock Holding History

Geller Advisors’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$225K Buy
+2,385
New +$212K 0.01% 239
2024
Q2 		– Sell
-3,188
Closed -$218K – 273
2024
Q1 		$218K Sell
3,188
-3,378
-51% -$225K 0.02% 255
2023
Q4 		$384K Sell
6,566
-270
-4% -$14.9K 0.04% 168
2023
Q3 		$401K Sell
6,836
-50
-0.7% -$3.31K 0.05% 151
2023
Q2 		$521K Buy
+6,886
New +$468K 0.06% 111

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's FTNT Position: Q4 2024 in Review

Geller Advisors opened a new position in Fortinet (FTNT) in Q4 2024: 2,385 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Geller Advisors previously reported a position in FTNT as recently as Q1 2024.

Geller Advisors first reported a position in FTNT in Q2 2023 and has held it in 5 quarters since. The position peaked at $521K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Geller Advisors held 2,385 shares of Fortinet worth $225K as of Q4 2024.
  • Fortinet was a new Geller Advisors position in Q4 2024.
  • Fortinet made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #239 holding.
  • Geller Advisors first reported a position in Fortinet in Q2 2023 and has held it in 5 quarters since.
  • Geller Advisors's Fortinet position peaked at $521K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.