GeoWealth Management’s ATI ATI Stock Holding History

GeoWealth Management’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35	Closed	-$3.02K	–	795
2025 Q2	$3.02K	Buy	+35	New	+$2.4K	﹤0.01%	1159
2024 Q4	–	Sell	-588	Closed	-$39.3K	–	1802
2024 Q3	$39.3K	Buy	+588	New	+$36.5K	﹤0.01%	1143

Other funds holding ATI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

GeoWealth Management's ATI Position: Q3 2025 in Review

GeoWealth Management sold out of ATI (ATI) in Q3 2025, closing a stake of 35 shares — an estimated $3.02K sold.

GeoWealth Management first reported a position in ATI in Q3 2024 and held it in 2 quarters. The position peaked at $39.3K in Q3 2024. 470 funds tracked by Wall St. Rank hold ATI as of Q3 2025.

GeoWealth Management reported no remaining ATI position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 35 ATI shares in Q3 2025, an estimated $3.02K.
GeoWealth Management first reported a position in ATI in Q3 2024 and held it in 2 quarters.
GeoWealth Management's ATI position peaked at $39.3K in Q3 2024.
470 funds tracked by Wall St. Rank held ATI as of Q3 2025.

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