GM
ANGL icon

GeoWealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

GeoWealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,972
Closed -$505K – 772
2025
Q3 		$505K Sell
16,972
-1,048
-6% -$30.7K 0.02% 448
2025
Q2 		$528K Sell
18,020
-45,415
-72% -$1.29M 0.02% 392
2025
Q1 		$1.83M Sell
63,435
-114,837
-64% -$3.32M 0.07% 155
2024
Q4 		$5.11M Sell
178,272
-146,656
-45% -$4.26M 0.17% 97
2024
Q3 		$9.56M Buy
324,928
+263,233
+427% +$7.61M 0.34% 55
2024
Q2 		$1.75M Sell
61,695
-427,448
-87% -$12.2M 0.08% 178
2024
Q1 		$14.2M Buy
489,143
+72,539
+17% +$2.09M 0.55% 39
2023
Q4 		$12M Buy
416,604
+130,645
+46% +$3.6M 0.99% 21
2023
Q3 		$7.74M Buy
285,959
+96,361
+51% +$2.65M 0.88% 27
2023
Q2 		$5.27M Sell
189,598
-32,541
-15% -$896K 0.57% 32
2023
Q1 		$6.22M Buy
222,139
+67,997
+44% +$1.88M 0.73% 23
2022
Q4 		$4.17M Buy
154,142
+8,186
+6% +$220K 0.44% 48
2022
Q3 		$3.83M Buy
145,956
+75,086
+106% +$2.08M 0.42% 50
2022
Q2 		$1.92M Sell
70,870
-26,372
-27% -$751K 0.26% 81
2022
Q1 		$2.96M Buy
97,242
+67,640
+228% +$2.1M 0.26% 89
2021
Q4 		$976K Sell
29,602
-95,764
-76% -$3.15M 0.08% 152
2021
Q3 		$4.14M Buy
125,366
+96,660
+337% +$3.2M 0.34% 75
2021
Q2 		$945K Sell
28,706
-208
-0.7% -$6.71K 0.12% 104
2021
Q1 		$923K Sell
28,914
-42,924
-60% -$1.38M 0.14% 88
2020
Q4 		$2.3M Buy
71,838
+29,210
+69% +$903K 0.37% 73
2020
Q3 		$1.26M Sell
42,628
-163
-0.4% -$4.89K 0.38% 75
2020
Q2 		$1.23M Sell
42,791
-26,745
-38% -$736K 0.51% 60
2020
Q1 		$1.76M Buy
69,536
+480
+0.7% +$13.7K 1.24% 28
2019
Q4 		$2.06M Buy
+69,056
New +$2.03M 1.11% 34

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GeoWealth Management's ANGL Position: Q4 2025 in Review

GeoWealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2025, closing a stake of 16,972 shares — an estimated $505K sold.

GeoWealth Management first reported a position in ANGL in Q4 2019 and held it in 24 quarters. The position peaked at $14.2M in Q1 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

  • GeoWealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 16,972 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2025, an estimated $505K.
  • GeoWealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 24 quarters.
  • GeoWealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $14.2M in Q1 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.