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GeoWealth Management’s Blackstone BX Stock Holding History

GeoWealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-980
Closed -$147K – 825
2025
Q2 		$147K Sell
980
-124
-11% -$17K 0.01% 727
2025
Q1 		$154K Sell
1,104
-1,101
-50% -$179K 0.01% 718
2024
Q4 		$380K Sell
2,205
-71
-3% -$12.4K 0.01% 549
2024
Q3 		$349K Buy
2,276
+2
+0.1% +$277 0.01% 563
2024
Q2 		$282K Sell
2,274
-51
-2% -$6.28K 0.01% 600
2024
Q1 		$305K Buy
+2,325
New +$290K 0.01% 570

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GeoWealth Management's BX Position: Q3 2025 in Review

GeoWealth Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 980 shares — an estimated $147K sold.

GeoWealth Management first reported a position in BX in Q1 2024 and held it in 6 quarters. The position peaked at $380K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • GeoWealth Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 980 Blackstone shares in Q3 2025, an estimated $147K.
  • GeoWealth Management first reported a position in Blackstone in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Blackstone position peaked at $380K in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

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