Geller Advisors’s Linde LIN Stock Holding History

Geller Advisors’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$671K	Hold	1,602	–	–	0.04%	101
2024 Q3	$764K	Sell	1,602 -2	-0.1%	-$913	0.05%	95
2024 Q2	$704K	Sell	1,604 -11	-0.7%	-$4.84K	0.05%	105
2024 Q1	$750K	Buy	1,615 +114	+8%	+$49.4K	0.06%	96
2023 Q4	$616K	Buy	1,501 +2	+0.1%	+$789	0.06%	100
2023 Q3	$558K	Sell	1,499 -874	-37%	-$333K	0.06%	101
2023 Q2	$904K	Buy	2,373 +1,239	+109%	+$452K	0.11%	59
2023 Q1	$403K	Buy	1,134 +438	+63%	+$147K	0.06%	93
2022 Q4	$227K	Buy	+696	New	+$218K	0.04%	137
2022 Q3	–	Sell	-981	Closed	-$282K	–	142
2022 Q2	$282K	Buy	981 +1	+0.1%	+$312	0.06%	95
2022 Q1	$313K	Buy	+980	New	+$303K	0.06%	103

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geller Advisors's LIN Position: Q4 2024 in Review

Geller Advisors held its Linde (LIN) position steady in Q4 2024 at 1,602 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #101.

Geller Advisors first reported a position in LIN in Q1 2022 and has held it in 11 quarters since. The position peaked at $904K in Q2 2023. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

Geller Advisors held 1,602 shares of Linde worth $671K as of Q4 2024.
Geller Advisors left its Linde share count unchanged in Q4 2024.
Linde made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #101 holding.
Geller Advisors first reported a position in Linde in Q1 2022 and has held it in 11 quarters since.
Geller Advisors's Linde position peaked at $904K in Q2 2023.
2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

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