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GeoWealth Management’s Dutch Bros BROS Stock Holding History

GeoWealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-73
Closed -$3.82K – 1151
2024
Q4 		$3.82K Buy
73
+67
+1,117% +$2.96K ﹤0.01% 1581
2024
Q3 		$192 Buy
+6
New +$211 ﹤0.01% 1661

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GeoWealth Management's BROS Position: Q1 2025 in Review

GeoWealth Management sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 73 shares — an estimated $3.82K sold.

GeoWealth Management first reported a position in BROS in Q3 2024 and held it in 2 quarters. The position peaked at $3.82K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

  • GeoWealth Management reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 73 Dutch Bros shares in Q1 2025, an estimated $3.82K.
  • GeoWealth Management first reported a position in Dutch Bros in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Dutch Bros position peaked at $3.82K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

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