GM
A icon

GeoWealth Management’s Agilent Technologies A Stock Holding History

GeoWealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-781
Closed -$92.2K – 765
2025
Q2 		$92.2K Buy
781
+135
+21% +$15K ﹤0.01% 830
2025
Q1 		$75.6K Sell
646
-817
-56% -$110K ﹤0.01% 837
2024
Q4 		$197K Buy
1,463
+28
+2% +$3.84K 0.01% 774
2024
Q3 		$213K Sell
1,435
-153
-10% -$20.9K 0.01% 701
2024
Q2 		$206K Sell
1,588
-324
-17% -$45.3K 0.01% 678
2024
Q1 		$278K Sell
1,912
-136
-7% -$18.6K 0.01% 593
2023
Q4 		$285K Buy
+2,048
New +$244K 0.02% 424

Other funds holding A

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

GeoWealth Management's A Position: Q3 2025 in Review

GeoWealth Management sold out of Agilent Technologies (A) in Q3 2025, closing a stake of 781 shares — an estimated $92.2K sold.

GeoWealth Management first reported a position in A in Q4 2023 and held it in 7 quarters. The position peaked at $285K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold A as of Q3 2025.

  • GeoWealth Management reported no remaining Agilent Technologies position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 781 Agilent Technologies shares in Q3 2025, an estimated $92.2K.
  • GeoWealth Management first reported a position in Agilent Technologies in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's Agilent Technologies position peaked at $285K in Q4 2023.
  • 1,039 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.