GeoWealth Management’s Ametek AME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$464K Buy
1,915
+382
+25% +$88K 0.01% 518
2026
Q1
$329K Buy
+1,533
New +$341K 0.01% 579
2025
Q3
Sell
-747
Closed -$135K 781
2025
Q2
$135K Buy
747
+267
+56% +$45.9K 0.01% 748
2025
Q1
$82.6K Sell
480
-645
-57% -$117K ﹤0.01% 824
2024
Q4
$203K Sell
1,125
-20
-2% -$3.64K 0.01% 762
2024
Q3
$197K Sell
1,145
-93
-8% -$15.5K 0.01% 727
2024
Q2
$206K Buy
+1,238
New +$214K 0.01% 674

Other funds holding AME

GeoWealth Management's AME Position: Q2 2026 in Review

GeoWealth Management increased its Ametek (AME) stake by 25% in Q2 2026, buying an estimated $88K and bringing the position to 1,915 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #518.

GeoWealth Management first reported a position in AME in Q2 2024 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • GeoWealth Management held 1,915 shares of Ametek worth $464K as of Q2 2026.
  • GeoWealth Management bought 382 Ametek shares in Q2 2026, an estimated $88K.
  • Ametek made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #518 holding.
  • GeoWealth Management first reported a position in Ametek in Q2 2024 and has held it in 7 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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