GeoWealth Management’s BHP BHP Stock Holding History

GeoWealth Management’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,055	Closed	-$100K	–	1132
2024 Q4	$100K	Sell	2,055 -281	-12%	-$15.3K	﹤0.01%	964
2024 Q3	$145K	Buy	+2,336	New	+$129K	0.01%	803

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's BHP Position: Q1 2025 in Review

GeoWealth Management sold out of BHP (BHP) in Q1 2025, closing a stake of 2,055 shares — an estimated $100K sold.

GeoWealth Management first reported a position in BHP in Q3 2024 and held it in 2 quarters. The position peaked at $145K in Q3 2024. 623 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

GeoWealth Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,055 BHP shares in Q1 2025, an estimated $100K.
GeoWealth Management first reported a position in BHP in Q3 2024 and held it in 2 quarters.
GeoWealth Management's BHP position peaked at $145K in Q3 2024.
623 funds tracked by Wall St. Rank held BHP as of Q1 2025.

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