GeoWealth Management’s Albemarle ALB Stock Holding History

GeoWealth Management’s Portfolio ALB Stock Details ALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$177K	Buy	+985	New	+$168K	0.01%	750
2025 Q1	–	Sell	-2,963	Closed	-$255K	–	1082
2024 Q4	$255K	Buy	2,963 +618	+26%	+$61.5K	0.01%	672
2024 Q3	$222K	Buy	+2,345	New	+$208K	0.01%	685
2023 Q4	–	Sell	-405	Closed	-$69K	–	676
2023 Q3	$69K	Buy	405 +26	+7%	+$5.18K	0.01%	367
2023 Q2	$84K	Buy	379 +108	+40%	+$22.1K	0.01%	295
2023 Q1	$60K	Buy	+271	New	+$66.8K	0.01%	282

Other funds holding ALB

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

GeoWealth Management's ALB Position: Q1 2026 in Review

GeoWealth Management opened a new position in Albemarle (ALB) in Q1 2026: 985 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ALB as recently as Q4 2024.

GeoWealth Management first reported a position in ALB in Q1 2023 and has held it in 6 quarters since. The position peaked at $255K in Q4 2024. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

GeoWealth Management held 985 shares of Albemarle worth $177K as of Q1 2026.
Albemarle was a new GeoWealth Management position in Q1 2026.
Albemarle made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #750 holding.
GeoWealth Management first reported a position in Albemarle in Q1 2023 and has held it in 6 quarters since.
GeoWealth Management's Albemarle position peaked at $255K in Q4 2024.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.