GeoWealth Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-464
Closed -$44.6K 772
2025
Q2
$44.6K Sell
464
-7
-1% -$680 ﹤0.01% 961
2025
Q1
$47.3K Sell
471
-571
-55% -$55K ﹤0.01% 898
2024
Q4
$92.9K Sell
1,042
-51
-5% -$4.57K ﹤0.01% 993
2024
Q3
$95.6K Buy
+1,093
New +$87.6K ﹤0.01% 905

Other funds holding AEE

GeoWealth Management's AEE Position: Q3 2025 in Review

GeoWealth Management sold out of Ameren (AEE) in Q3 2025, closing a stake of 464 shares — an estimated $44.6K sold.

GeoWealth Management first reported a position in AEE in Q3 2024 and held it in 4 quarters. The position peaked at $95.6K in Q3 2024. 823 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

  • GeoWealth Management reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 464 Ameren shares in Q3 2025, an estimated $44.6K.
  • GeoWealth Management first reported a position in Ameren in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Ameren position peaked at $95.6K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

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