Geode Capital Management’s BM Technologies, Inc. BMTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-92,962
Closed -$455K 4557
2024
Q4
$455K Sell
92,962
-3,705
-4% -$16.1K ﹤0.01% 3628
2024
Q3
$329K Buy
96,667
+4,031
+4% +$11.5K ﹤0.01% 3733
2024
Q2
$208K Buy
92,636
+3,962
+4% +$9.04K ﹤0.01% 3892
2024
Q1
$146K Hold
88,674
﹤0.01% 4035
2023
Q4
$182K Hold
88,674
﹤0.01% 3979
2023
Q3
$177K Sell
88,674
-4,950
-5% -$12.1K ﹤0.01% 4031
2023
Q2
$279K Hold
93,624
﹤0.01% 3894
2023
Q1
$330K Hold
93,624
﹤0.01% 3816
2022
Q4
$487K Buy
93,624
+985
+1% +$6.29K ﹤0.01% 3668
2022
Q3
$619K Hold
92,639
﹤0.01% 3620
2022
Q2
$545K Sell
92,639
-15,326
-14% -$107K ﹤0.01% 3717
2022
Q1
$923K Sell
107,965
-10,377
-9% -$96.2K ﹤0.01% 3654
2021
Q4
$1.09M Sell
118,342
-12,144
-9% -$121K ﹤0.01% 3681
2021
Q3
$1.16M Buy
130,486
+33,913
+35% +$347K ﹤0.01% 3606
2021
Q2
$1.2M Buy
96,573
+8,986
+10% +$104K ﹤0.01% 3506
2021
Q1
$1.02M Buy
+87,587
New +$1.19M ﹤0.01% 3558

Geode Capital Management's BMTX Position: Q1 2025 in Review

Geode Capital Management sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 92,962 shares — an estimated $455K sold.

Geode Capital Management first reported a position in BMTX in Q1 2021 and held it in 16 quarters. The position peaked at $1.2M in Q2 2021. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

  • Geode Capital Management reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
  • Geode Capital Management sold 92,962 BM Technologies, Inc. shares in Q1 2025, an estimated $455K.
  • Geode Capital Management first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 16 quarters.
  • Geode Capital Management's BM Technologies, Inc. position peaked at $1.2M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Geode Capital Management's 13F filing for Q1 2025, filed 13 May 2025.