GeoWealth Management’s Arm ARM Stock Holding History

GeoWealth Management’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Buy	+754	New	+$200K	0.01%	696
2025 Q3	–	Sell	-263	Closed	-$42.5K	–	791
2025 Q2	$42.5K	Buy	+263	New	+$32.6K	﹤0.01%	971
2025 Q1	–	Sell	-263	Closed	-$32.4K	–	1103
2024 Q4	$32.4K	Buy	263 +92	+54%	+$13K	﹤0.01%	1275
2024 Q3	$24.5K	Buy	+171	New	+$24.3K	﹤0.01%	1243

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GeoWealth Management's ARM Position: Q2 2026 in Review

GeoWealth Management opened a new position in Arm (ARM) in Q2 2026: 754 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ARM as recently as Q2 2025.

GeoWealth Management first reported a position in ARM in Q3 2024 and has held it in 4 quarters since. 960 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

GeoWealth Management held 754 shares of Arm worth $267K as of Q2 2026.
Arm was a new GeoWealth Management position in Q2 2026.
Arm made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #696 holding.
GeoWealth Management first reported a position in Arm in Q3 2024 and has held it in 4 quarters since.
960 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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