Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,593
Closed -$60.1K 1126
2024
Q4
$60.1K Buy
+2,593
New +$74.5K ﹤0.01% 1105
2024
Q1
Sell
-3,008
Closed -$118K 852
2023
Q4
$118K Buy
+3,008
New +$116K 0.01% 569

Other funds holding BCE

GeoWealth Management's BCE Position: Q1 2025 in Review

GeoWealth Management sold out of BCE (BCE) in Q1 2025, closing a stake of 2,593 shares — an estimated $60.1K sold.

GeoWealth Management first reported a position in BCE in Q4 2023 and held it in 2 quarters. The position peaked at $118K in Q4 2023. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

  • GeoWealth Management reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,593 BCE shares in Q1 2025, an estimated $60.1K.
  • GeoWealth Management first reported a position in BCE in Q4 2023 and held it in 2 quarters.
  • GeoWealth Management's BCE position peaked at $118K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.