GeoWealth Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Sell
3,725
-215
-5% -$62.5K 0.03% 301
2026
Q1
$1.14M Buy
3,940
+181
+5% +$49.9K 0.04% 254
2025
Q4
$928K Sell
3,759
-245
-6% -$62.1K 0.03% 292
2025
Q3
$1.09M Buy
4,004
+2,753
+220% +$797K 0.04% 280
2025
Q2
$353K Buy
1,251
+154
+14% +$42.1K 0.01% 502
2025
Q1
$324K Sell
1,097
-297
-21% -$91.6K 0.01% 531
2024
Q4
$404K Sell
1,394
-16
-1% -$5.02K 0.01% 526
2024
Q3
$420K Sell
1,410
-16
-1% -$4.38K 0.01% 502
2024
Q2
$368K Buy
1,426
+814
+133% +$206K 0.02% 518
2024
Q1
$148K Sell
612
-249
-29% -$61K 0.01% 736
2023
Q4
$236K Buy
+861
New +$237K 0.02% 466

Other funds holding APD

GeoWealth Management's APD Position: Q2 2026 in Review

GeoWealth Management reduced its Air Products & Chemicals (APD) stake by 5.5% in Q2 2026, selling an estimated $62.5K and leaving 3,725 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #301.

GeoWealth Management first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2026. 1,777 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • GeoWealth Management held 3,725 shares of Air Products & Chemicals worth $1.09M as of Q2 2026.
  • GeoWealth Management sold 215 Air Products & Chemicals shares in Q2 2026, an estimated $62.5K.
  • Air Products & Chemicals made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #301 holding.
  • GeoWealth Management first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Air Products & Chemicals position peaked at $1.14M in Q1 2026.
  • 1,777 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.