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GeoWealth Management’s Align Technology ALGN Stock Holding History

GeoWealth Management’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-251
Closed -$52.3K – 1084
2024
Q4 		$52.3K Sell
251
-22
-8% -$4.92K ﹤0.01% 1148
2024
Q3 		$69.4K Buy
+273
New +$64.4K ﹤0.01% 980
2024
Q2 		– Sell
-761
Closed -$250K – 865
2024
Q1 		$250K Buy
+761
New +$223K 0.01% 619

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's ALGN Position: Q1 2025 in Review

GeoWealth Management sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 251 shares — an estimated $52.3K sold.

GeoWealth Management first reported a position in ALGN in Q1 2024 and held it in 3 quarters. The position peaked at $250K in Q1 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • GeoWealth Management reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 251 Align Technology shares in Q1 2025, an estimated $52.3K.
  • GeoWealth Management first reported a position in Align Technology in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's Align Technology position peaked at $250K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

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