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GeoWealth Management’s Citigroup C Stock Holding History

GeoWealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$800K Sell
5,719
-638
-10% -$83.1K 0.03% 375
2026
Q1 		$721K Buy
6,357
+106
+2% +$12.1K 0.03% 377
2025
Q4 		$729K Sell
6,251
-162
-3% -$16.8K 0.03% 356
2025
Q3 		$651K Sell
6,413
-24
-0.4% -$2.28K 0.02% 387
2025
Q2 		$548K Sell
6,437
-1,870
-23% -$135K 0.02% 386
2025
Q1 		$590K Sell
8,307
-3,031
-27% -$231K 0.02% 388
2024
Q4 		$798K Buy
11,338
+1,050
+10% +$70.8K 0.03% 356
2024
Q3 		$644K Sell
10,288
-326
-3% -$20.2K 0.02% 415
2024
Q2 		$674K Buy
10,614
+1,850
+21% +$114K 0.03% 356
2024
Q1 		$554K Buy
8,764
+2,772
+46% +$154K 0.02% 410
2023
Q4 		$308K Buy
5,992
+3,234
+117% +$143K 0.03% 407
2023
Q3 		$114K Sell
2,758
-6
-0.2% -$263 0.01% 324
2023
Q2 		$127K Sell
2,764
-16
-0.6% -$749 0.01% 269
2023
Q1 		$131K Buy
+2,780
New +$136K 0.02% 229
2022
Q3 		– Sell
-4,374
Closed -$201K – 347
2022
Q2 		$201K Sell
4,374
-475
-10% -$23.8K 0.03% 243
2022
Q1 		$259K Sell
4,849
-1,662
-26% -$103K 0.02% 273
2021
Q4 		$394K Buy
6,511
+145
+2% +$9.64K 0.03% 228
2021
Q3 		$447K Sell
6,366
-91
-1% -$6.36K 0.04% 228
2021
Q2 		$457K Buy
6,457
+951
+17% +$70.4K 0.06% 155
2021
Q1 		$401K Buy
+5,506
New +$368K 0.06% 138

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's C Position: Q2 2026 in Review

GeoWealth Management reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $83.1K and leaving 5,719 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #375.

GeoWealth Management first reported a position in C in Q1 2021 and has held it in 20 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • GeoWealth Management held 5,719 shares of Citigroup worth $800K as of Q2 2026.
  • GeoWealth Management sold 638 Citigroup shares in Q2 2026, an estimated $83.1K.
  • Citigroup made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #375 holding.
  • GeoWealth Management first reported a position in Citigroup in Q1 2021 and has held it in 20 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.