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GeoWealth Management’s Badger Meter BMI Stock Holding History

GeoWealth Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-310
Closed -$75.9K – 816
2025
Q2 		$75.9K Buy
+310
New +$70.2K ﹤0.01% 873
2025
Q1 		– Sell
-319
Closed -$67.7K – 1144
2024
Q4 		$67.7K Buy
319
+3
+0.9% +$653 ﹤0.01% 1062
2024
Q3 		$69K Buy
+316
New +$63.3K ﹤0.01% 983

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

GeoWealth Management's BMI Position: Q3 2025 in Review

GeoWealth Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 310 shares — an estimated $75.9K sold.

GeoWealth Management first reported a position in BMI in Q3 2024 and held it in 3 quarters. The position peaked at $75.9K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • GeoWealth Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 310 Badger Meter shares in Q3 2025, an estimated $75.9K.
  • GeoWealth Management first reported a position in Badger Meter in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Badger Meter position peaked at $75.9K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

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