GeoWealth Management’s Alibaba BABA Stock Holding History

GeoWealth Management’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$432K	Buy	3,440 +234	+7%	+$35.2K	0.02%	498
2025 Q4	$470K	Buy	3,206 +1,489	+87%	+$242K	0.02%	455
2025 Q3	$307K	Buy	1,717 +795	+86%	+$104K	0.01%	581
2025 Q2	$105K	Sell	922 -92	-9%	-$10.9K	﹤0.01%	800
2025 Q1	$134K	Sell	1,014 -112	-10%	-$12.9K	0.01%	738
2024 Q4	$95.5K	Buy	1,126 +612	+119%	+$57.8K	﹤0.01%	984
2024 Q3	$54.5K	Buy	+514	New	+$42.1K	﹤0.01%	1047
2021 Q4	–	Sell	-2,777	Closed	-$411K	–	378
2021 Q3	$411K	Buy	+2,777	New	+$505K	0.03%	237

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return