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GeoWealth Management’s Box BOX Stock Holding History

GeoWealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26
Closed -$888 – 818
2025
Q2 		$888 Buy
26
+13
+100% +$426 ﹤0.01% 1172
2025
Q1 		$401 Sell
13
-24
-65% -$777 ﹤0.01% 1043
2024
Q4 		$1.17K Buy
37
+15
+68% +$492 ﹤0.01% 1685
2024
Q3 		$720 Buy
+22
New +$642 ﹤0.01% 1614

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's BOX Position: Q3 2025 in Review

GeoWealth Management sold out of Box (BOX) in Q3 2025, closing a stake of 26 shares — an estimated $888 sold.

GeoWealth Management first reported a position in BOX in Q3 2024 and held it in 4 quarters. The position peaked at $1.17K in Q4 2024. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • GeoWealth Management reported no remaining Box position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 26 Box shares in Q3 2025, an estimated $888.
  • GeoWealth Management first reported a position in Box in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Box position peaked at $1.17K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

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