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GeoWealth Management’s Ameriprise Financial AMP Stock Holding History

GeoWealth Management’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-576
Closed -$282K – 855
2025
Q4 		$282K Buy
576
+119
+26% +$56.5K 0.01% 585
2025
Q3 		$225K Buy
457
+56
+14% +$28.7K 0.01% 664
2025
Q2 		$214K Buy
401
+12
+3% +$5.93K 0.01% 640
2025
Q1 		$188K Sell
389
-315
-45% -$165K 0.01% 675
2024
Q4 		$375K Sell
704
-76
-10% -$40.6K 0.01% 558
2024
Q3 		$366K Sell
780
-74
-9% -$32.1K 0.01% 547
2024
Q2 		$365K Buy
854
+156
+22% +$66.6K 0.02% 522
2024
Q1 		$306K Buy
698
+227
+48% +$90.9K 0.01% 568
2023
Q4 		$179K Buy
+471
New +$162K 0.01% 520

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's AMP Position: Q1 2026 in Review

GeoWealth Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 576 shares — an estimated $282K sold.

GeoWealth Management first reported a position in AMP in Q4 2023 and held it in 9 quarters. The position peaked at $375K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • GeoWealth Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 576 Ameriprise Financial shares in Q1 2026, an estimated $282K.
  • GeoWealth Management first reported a position in Ameriprise Financial in Q4 2023 and held it in 9 quarters.
  • GeoWealth Management's Ameriprise Financial position peaked at $375K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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