GeoWealth Management’s Blackstone Secured Lending BXSL Stock Holding History

GeoWealth Management’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9	Closed	-$283	–	1216
2025 Q1	$283	Sell	9 -6,895	-100%	-$227K	﹤0.01%	1049
2024 Q4	$223K	Buy	+6,904	New	+$216K	0.01%	725

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management's BXSL Position: Q2 2025 in Review

GeoWealth Management sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 9 shares — an estimated $283 sold.

GeoWealth Management first reported a position in BXSL in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

GeoWealth Management reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 9 Blackstone Secured Lending shares in Q2 2025, an estimated $283.
GeoWealth Management first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 2 quarters.
GeoWealth Management's Blackstone Secured Lending position peaked at $223K in Q4 2024.
388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.