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GeoWealth Management’s Booz Allen Hamilton BAH Stock Holding History

GeoWealth Management’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-320
Closed -$33.3K – 805
2025
Q2 		$33.3K Buy
+320
New +$35.8K ﹤0.01% 1006
2025
Q1 		– Sell
-1,906
Closed -$245K – 1118
2024
Q4 		$245K Sell
1,906
-101
-5% -$15.7K 0.01% 683
2024
Q3 		$327K Sell
2,007
-38
-2% -$5.82K 0.01% 578
2024
Q2 		$315K Buy
2,045
+52
+3% +$7.8K 0.01% 566
2024
Q1 		$296K Buy
+1,993
New +$281K 0.01% 577

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's BAH Position: Q3 2025 in Review

GeoWealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 320 shares — an estimated $33.3K sold.

GeoWealth Management first reported a position in BAH in Q1 2024 and held it in 5 quarters. The position peaked at $327K in Q3 2024. 713 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • GeoWealth Management reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 320 Booz Allen Hamilton shares in Q3 2025, an estimated $33.3K.
  • GeoWealth Management first reported a position in Booz Allen Hamilton in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's Booz Allen Hamilton position peaked at $327K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

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