GeoWealth Management’s Allete ALE Stock Holding History

GeoWealth Management’s Portfolio ALE Stock Details ALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-209	Closed	-$13.5K	–	1083
2024 Q4	$13.5K	Buy	209 +3	+1%	+$194	﹤0.01%	1450
2024 Q3	$13.2K	Buy	+206	New	+$13.1K	﹤0.01%	1339

Other funds holding ALE

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GeoWealth Management's ALE Position: Q1 2025 in Review

GeoWealth Management sold out of Allete (ALE) in Q1 2025, closing a stake of 209 shares — an estimated $13.5K sold.

GeoWealth Management first reported a position in ALE in Q3 2024 and held it in 2 quarters. The position peaked at $13.5K in Q4 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

GeoWealth Management reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 209 Allete shares in Q1 2025, an estimated $13.5K.
GeoWealth Management first reported a position in Allete in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Allete position peaked at $13.5K in Q4 2024.
338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

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