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GeoWealth Management’s Broadcom AVGO Stock Holding History

GeoWealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.53M Buy
22,588
+1,047
+5% +$420K 0.27% 51
2026
Q1 		$6.67M Buy
21,541
+34
+0.2% +$11.2K 0.24% 53
2025
Q4 		$7.44M Sell
21,507
-860
-4% -$308K 0.27% 47
2025
Q3 		$7.38M Buy
22,367
+3,350
+18% +$1.03M 0.27% 49
2025
Q2 		$5.24M Sell
19,017
-328
-2% -$71.2K 0.2% 61
2025
Q1 		$3.24M Sell
19,345
-6,980
-27% -$1.48M 0.13% 99
2024
Q4 		$6.1M Sell
26,325
-3,574
-12% -$661K 0.2% 82
2024
Q3 		$5.16M Sell
29,899
-1,651
-5% -$265K 0.18% 101
2024
Q2 		$5.07M Buy
31,550
+4,120
+15% +$577K 0.22% 69
2024
Q1 		$3.64M Buy
27,430
+3,790
+16% +$470K 0.14% 120
2023
Q4 		$2.64M Buy
23,640
+21,980
+1,324% +$2.08M 0.22% 96
2023
Q3 		$137K Sell
1,660
-630
-28% -$54.6K 0.02% 315
2023
Q2 		$198K Buy
2,290
+520
+29% +$37.1K 0.02% 245
2023
Q1 		$114K Buy
1,770
+1,090
+160% +$65.6K 0.01% 235
2022
Q4 		$38K Sell
680
-4,600
-87% -$231K ﹤0.01% 293
2022
Q3 		$235K Buy
5,280
+310
+6% +$15.8K 0.03% 221
2022
Q2 		$239K Sell
4,970
-3,240
-39% -$182K 0.03% 227
2022
Q1 		$519K Sell
8,210
-1,370
-14% -$81.4K 0.05% 203
2021
Q4 		$638K Sell
9,580
-860
-8% -$48.3K 0.05% 181
2021
Q3 		$505K Buy
+10,440
New +$508K 0.04% 215

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GeoWealth Management's AVGO Position: Q2 2026 in Review

GeoWealth Management increased its Broadcom (AVGO) stake by 4.9% in Q2 2026, buying an estimated $420K and bringing the position to 22,588 shares worth $8.53M. The position accounts for 0.27% of the portfolio, ranked #51.

GeoWealth Management first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • GeoWealth Management held 22,588 shares of Broadcom worth $8.53M as of Q2 2026.
  • GeoWealth Management bought 1,047 Broadcom shares in Q2 2026, an estimated $420K.
  • Broadcom made up 0.27% of GeoWealth Management's portfolio in Q2 2026, its #51 holding.
  • GeoWealth Management first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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