GeoWealth Management’s Builders FirstSource BLDR Stock Holding History

GeoWealth Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-83	Closed	-$9.69K	–	815
2025 Q2	$9.69K	Sell	83 -447	-84%	-$51.6K	﹤0.01%	1116
2025 Q1	$66.2K	Sell	530 -166	-24%	-$24.2K	﹤0.01%	858
2024 Q4	$99.5K	Sell	696 -54	-7%	-$9.56K	﹤0.01%	969
2024 Q3	$145K	Buy	750 +19	+3%	+$3.15K	0.01%	802
2024 Q2	$101K	Buy	731 +203	+38%	+$34.5K	﹤0.01%	773
2024 Q1	$110K	Buy	528 +134	+34%	+$24.8K	﹤0.01%	765
2023 Q4	$66K	Sell	394 -90	-19%	-$12K	0.01%	611
2023 Q3	$60K	Sell	484 -20	-4%	-$2.76K	0.01%	380
2023 Q2	$68K	Sell	504 -211	-30%	-$23.5K	0.01%	312
2023 Q1	$64K	Buy	+715	New	+$56.6K	0.01%	278

Other funds holding BLDR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GeoWealth Management's BLDR Position: Q3 2025 in Review

GeoWealth Management sold out of Builders FirstSource (BLDR) in Q3 2025, closing a stake of 83 shares — an estimated $9.69K sold.

GeoWealth Management first reported a position in BLDR in Q1 2023 and held it in 10 quarters. The position peaked at $145K in Q3 2024. 778 funds tracked by Wall St. Rank hold BLDR as of Q3 2025.

GeoWealth Management reported no remaining Builders FirstSource position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 83 Builders FirstSource shares in Q3 2025, an estimated $9.69K.
GeoWealth Management first reported a position in Builders FirstSource in Q1 2023 and held it in 10 quarters.
GeoWealth Management's Builders FirstSource position peaked at $145K in Q3 2024.
778 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2025.

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