GeoWealth Management’s AGNT Inc AGNT Stock Holding History

GeoWealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14	Closed	-$161	–	1291
2024 Q4	$161	Buy	+14	New	+$184	﹤0.01%	1761

Other funds holding AGNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's AGNT Position: Q1 2025 in Review

GeoWealth Management sold out of AGNT Inc (AGNT) in Q1 2025, closing a stake of 14 shares — an estimated $161 sold.

GeoWealth Management first reported a position in AGNT in Q4 2024 and held it in 1 quarter. The position peaked at $161 in Q4 2024. 252 funds tracked by Wall St. Rank hold AGNT as of Q1 2025.

GeoWealth Management reported no remaining AGNT Inc position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 14 AGNT Inc shares in Q1 2025, an estimated $161.
GeoWealth Management first reported a position in AGNT Inc in Q4 2024 and held it in 1 quarter.
GeoWealth Management's AGNT Inc position peaked at $161 in Q4 2024.
252 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2025.

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