GeoWealth Management’s Agilon Health AGL Stock Holding History

GeoWealth Management’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-284	Closed	-$30.7K	–	1209
2025 Q1	$30.7K	Sell	284 -186	-40%	-$16.2K	﹤0.01%	946
2024 Q4	$22.3K	Buy	470 +36	+8%	+$2.18K	﹤0.01%	1358
2024 Q3	$42.6K	Buy	434 +20	+5%	+$2.58K	﹤0.01%	1122
2024 Q2	$67.7K	Buy	+414	New	+$59K	﹤0.01%	797

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

GeoWealth Management's AGL Position: Q2 2025 in Review

GeoWealth Management sold out of Agilon Health (AGL) in Q2 2025, closing a stake of 284 shares — an estimated $30.7K sold.

GeoWealth Management first reported a position in AGL in Q2 2024 and held it in 4 quarters. The position peaked at $67.7K in Q2 2024. 205 funds tracked by Wall St. Rank hold AGL as of Q2 2025.

GeoWealth Management reported no remaining Agilon Health position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 284 Agilon Health shares in Q2 2025, an estimated $30.7K.
GeoWealth Management first reported a position in Agilon Health in Q2 2024 and held it in 4 quarters.
GeoWealth Management's Agilon Health position peaked at $67.7K in Q2 2024.
205 funds tracked by Wall St. Rank held Agilon Health as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.