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GeoWealth Management’s American Financial Group AFG Stock Holding History

GeoWealth Management’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-240
Closed -$32.9K – 1073
2024
Q4 		$32.9K Sell
240
-3
-1% -$413 ﹤0.01% 1271
2024
Q3 		$32.7K Buy
+243
New +$31.5K ﹤0.01% 1189

Other funds holding AFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's AFG Position: Q1 2025 in Review

GeoWealth Management sold out of American Financial Group (AFG) in Q1 2025, closing a stake of 240 shares — an estimated $32.9K sold.

GeoWealth Management first reported a position in AFG in Q3 2024 and held it in 2 quarters. The position peaked at $32.9K in Q4 2024. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

  • GeoWealth Management reported no remaining American Financial Group position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 240 American Financial Group shares in Q1 2025, an estimated $32.9K.
  • GeoWealth Management first reported a position in American Financial Group in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's American Financial Group position peaked at $32.9K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

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