GeoWealth Management’s CACI CACI Stock Holding History

GeoWealth Management’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Sell	473 -17	-3%	-$10.2K	0.01%	663
2025 Q4	$261K	Buy	490 +25	+5%	+$14.1K	0.01%	600
2025 Q3	$232K	Buy	465 +25	+6%	+$12.1K	0.01%	655
2025 Q2	$210K	Buy	+440	New	+$195K	0.01%	646
2025 Q1	–	Sell	-440	Closed	-$178K	–	1162
2024 Q4	$178K	Sell	440 -10	-2%	-$4.87K	0.01%	805
2024 Q3	$227K	Sell	450 -23	-5%	-$10.7K	0.01%	678
2024 Q2	$203K	Buy	+473	New	+$193K	0.01%	680

Other funds holding CACI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GeoWealth Management's CACI Position: Q1 2026 in Review

GeoWealth Management reduced its CACI (CACI) stake by 3.5% in Q1 2026, selling an estimated $10.2K and leaving 473 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #663.

GeoWealth Management first reported a position in CACI in Q2 2024 and has held it in 7 quarters since. The position peaked at $261K in Q4 2025. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

GeoWealth Management held 473 shares of CACI worth $257K as of Q1 2026.
GeoWealth Management sold 17 CACI shares in Q1 2026, an estimated $10.2K.
CACI made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #663 holding.
GeoWealth Management first reported a position in CACI in Q2 2024 and has held it in 7 quarters since.
GeoWealth Management's CACI position peaked at $261K in Q4 2025.
662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.