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GeoWealth Management’s Argan AGX Stock Holding History

GeoWealth Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839K Sell
1,051
-752
-42% -$500K 0.03% 367
2026
Q1 		$982K Buy
+1,803
New +$735K 0.04% 293

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

GeoWealth Management's AGX Position: Q2 2026 in Review

GeoWealth Management reduced its Argan (AGX) stake by 42% in Q2 2026, selling an estimated $500K and leaving 1,051 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #367.

GeoWealth Management first reported a position in AGX in Q1 2026 and has held it in 2 quarters since. The position peaked at $982K in Q1 2026. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • GeoWealth Management held 1,051 shares of Argan worth $839K as of Q2 2026.
  • GeoWealth Management sold 752 Argan shares in Q2 2026, an estimated $500K.
  • Argan made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #367 holding.
  • GeoWealth Management first reported a position in Argan in Q1 2026 and has held it in 2 quarters since.
  • GeoWealth Management's Argan position peaked at $982K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.