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Geller Advisors’s Wabtec WAB Stock Holding History

Geller Advisors’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$313K Buy
1,652
+21
+1% +$4.07K 0.02% 192
2024
Q3 		$296K Buy
1,631
+75
+5% +$12.3K 0.02% 208
2024
Q2 		$246K Buy
1,556
+11
+0.7% +$1.76K 0.02% 234
2024
Q1 		$225K Buy
+1,545
New +$209K 0.02% 250

Other funds holding WAB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geller Advisors's WAB Position: Q4 2024 in Review

Geller Advisors increased its Wabtec (WAB) stake by 1.3% in Q4 2024, buying an estimated $4.07K and bringing the position to 1,652 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #192.

Geller Advisors first reported a position in WAB in Q1 2024 and has held it in 4 quarters since. 1,061 funds tracked by Wall St. Rank hold WAB as of Q4 2024.

  • Geller Advisors held 1,652 shares of Wabtec worth $313K as of Q4 2024.
  • Geller Advisors bought 21 Wabtec shares in Q4 2024, an estimated $4.07K.
  • Wabtec made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #192 holding.
  • Geller Advisors first reported a position in Wabtec in Q1 2024 and has held it in 4 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Wabtec as of Q4 2024.

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