GeoWealth Management’s Aaon AAON Stock Holding History

GeoWealth Management’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-90	Closed	-$10.6K	–	1060
2024 Q4	$10.6K	Buy	+90	New	+$11K	﹤0.01%	1483

Other funds holding AAON

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GeoWealth Management's AAON Position: Q1 2025 in Review

GeoWealth Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 90 shares — an estimated $10.6K sold.

GeoWealth Management first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

GeoWealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 90 Aaon shares in Q1 2025, an estimated $10.6K.
GeoWealth Management first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Aaon position peaked at $10.6K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.