GeoWealth Management’s BILL Holdings BILL Stock Holding History

GeoWealth Management’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-381	Closed	-$32.3K	–	1136
2024 Q4	$32.3K	Buy	+381	New	+$28.4K	﹤0.01%	1276

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

GeoWealth Management's BILL Position: Q1 2025 in Review

GeoWealth Management sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 381 shares — an estimated $32.3K sold.

GeoWealth Management first reported a position in BILL in Q4 2024 and held it in 1 quarter. The position peaked at $32.3K in Q4 2024. 392 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

GeoWealth Management reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 381 BILL Holdings shares in Q1 2025, an estimated $32.3K.
GeoWealth Management first reported a position in BILL Holdings in Q4 2024 and held it in 1 quarter.
GeoWealth Management's BILL Holdings position peaked at $32.3K in Q4 2024.
392 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

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