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
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: Q1 2026 in Review

GeoWealth Management opened a new position in Ametek (AME) in Q1 2026: 1,533 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in AME as recently as Q2 2025.

GeoWealth Management first reported a position in AME in Q2 2024 and has held it in 6 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • GeoWealth Management held 1,533 shares of Ametek worth $329K as of Q1 2026.
  • Ametek was a new GeoWealth Management position in Q1 2026.
  • Ametek made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #579 holding.
  • GeoWealth Management first reported a position in Ametek in Q2 2024 and has held it in 6 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

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