GeoWealth Management’s Ares Management ARES Stock Holding History

GeoWealth Management’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-137	Closed	-$23.7K	–	790
2025 Q2	$23.7K	Sell	137 -2	-1%	-$316	﹤0.01%	1041
2025 Q1	$20.4K	Sell	139 -2	-1%	-$346	﹤0.01%	969
2024 Q4	$25K	Sell	141 -3	-2%	-$512	﹤0.01%	1333
2024 Q3	$22.4K	Buy	+144	New	+$20.9K	﹤0.01%	1261
2024 Q2	–	Sell	-1,745	Closed	-$232K	–	867
2024 Q1	$232K	Buy	+1,745	New	+$223K	0.01%	634

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's ARES Position: Q3 2025 in Review

GeoWealth Management sold out of Ares Management (ARES) in Q3 2025, closing a stake of 137 shares — an estimated $23.7K sold.

GeoWealth Management first reported a position in ARES in Q1 2024 and held it in 5 quarters. The position peaked at $232K in Q1 2024. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

GeoWealth Management reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 137 Ares Management shares in Q3 2025, an estimated $23.7K.
GeoWealth Management first reported a position in Ares Management in Q1 2024 and held it in 5 quarters.
GeoWealth Management's Ares Management position peaked at $232K in Q1 2024.
779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

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