GeoWealth Management
AME icon

GeoWealth Management’s Ametek AME Stock Holding History

GeoWealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$282K Sell
1,138
-777
-41% -$188K 0.01% 696
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

GeoWealth Management's AME Position: Q3 2026 in Review

GeoWealth Management reduced its Ametek (AME) stake by 41% in Q3 2026, selling an estimated $188K and leaving 1,138 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #696.

GeoWealth Management first reported a position in AME in Q2 2024 and has held it in 8 quarters since. The position peaked at $464K in Q2 2026. 1,040 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • GeoWealth Management held 1,138 shares of Ametek worth $282K as of Q3 2026.
  • GeoWealth Management sold 777 Ametek shares in Q3 2026, an estimated $188K.
  • Ametek made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #696 holding.
  • GeoWealth Management first reported a position in Ametek in Q2 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Ametek position peaked at $464K in Q2 2026.
  • 1,040 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.