GM
ANSS

GeoWealth Management’s Ansys ANSS Stock Holding History

GeoWealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-276
Closed -$96.9K – 784
2025
Q2 		$96.9K Sell
276
-30
-10% -$9.83K ﹤0.01% 824
2025
Q1 		$96.9K Sell
306
-136
-31% -$45.6K ﹤0.01% 790
2024
Q4 		$149K Sell
442
-37
-8% -$12.4K ﹤0.01% 861
2024
Q3 		$153K Sell
479
-6
-1% -$1.91K 0.01% 789
2024
Q2 		$156K Buy
485
+7
+1% +$2.29K 0.01% 734
2024
Q1 		$166K Buy
478
+270
+130% +$91.4K 0.01% 718
2023
Q4 		$75K Buy
+208
New +$61.6K 0.01% 604
2021
Q4 		– Sell
-1,407
Closed -$478K – 376
2021
Q3 		$478K Buy
+1,407
New +$508K 0.04% 223

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

GeoWealth Management's ANSS Position: Q3 2025 in Review

GeoWealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 276 shares — an estimated $96.9K sold.

GeoWealth Management first reported a position in ANSS in Q3 2021 and held it in 8 quarters. The position peaked at $478K in Q3 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • GeoWealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 276 Ansys shares in Q3 2025, an estimated $96.9K.
  • GeoWealth Management first reported a position in Ansys in Q3 2021 and held it in 8 quarters.
  • GeoWealth Management's Ansys position peaked at $478K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.