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Geometric Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Geometric Wealth Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Sell
1,231
-86
-7% -$52.6K 0.08% 43
2026
Q1 		$754K Buy
1,317
+85
+7% +$54.5K 0.09% 38
2025
Q4 		$813K Sell
1,232
-220
-15% -$147K 0.1% 33
2025
Q3 		$1.07M Sell
1,452
-33
-2% -$24.6K 0.14% 27
2025
Q2 		$1.1M Buy
1,485
+39
+3% +$24.1K 0.16% 22
2025
Q1 		$833K Buy
1,446
+33
+2% +$21.3K 0.14% 27
2024
Q4 		$827K Buy
1,413
+6
+0.4% +$3.52K 0.15% 28
2024
Q3 		$805K Sell
1,407
-115
-8% -$59.2K 0.15% 27
2024
Q2 		$767K Buy
1,522
+50
+3% +$24.3K 0.16% 24
2024
Q1 		$715K Hold
1,472
– – 0.17% 19
2023
Q4 		$521K Buy
1,472
+59
+4% +$19.2K 0.14% 19
2023
Q3 		$424K Hold
1,413
– – 0.13% 21
2023
Q2 		$436K Buy
1,413
+73
+5% +$18K 0.14% 21
2023
Q1 		$320K Buy
+1,340
New +$228K 0.11% 23
2022
Q4 		– Sell
-1,700
Closed -$231K – 33
2022
Q3 		$231K Sell
1,700
-126
-7% -$20.4K 0.11% 26
2022
Q2 		$294K Buy
1,826
+206
+13% +$39.7K 0.15% 23
2022
Q1 		$360K Sell
1,620
-250
-13% -$62.5K 1.08% 17
2021
Q4 		$629K Buy
+1,870
New +$621K 0.3% 9

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geometric Wealth Advisors's META Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, selling an estimated $52.6K and leaving 1,231 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #43.

Geometric Wealth Advisors first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q2 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Geometric Wealth Advisors held 1,231 shares of Meta Platforms (Facebook) worth $693K as of Q2 2026.
  • Geometric Wealth Advisors sold 86 Meta Platforms (Facebook) shares in Q2 2026, an estimated $52.6K.
  • Meta Platforms (Facebook) made up 0.08% of Geometric Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Geometric Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Geometric Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.1M in Q2 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.