GeoWealth Management’s Cal-Maine CALM Stock Holding History

GeoWealth Management’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-69	Closed	-$7.1K	–	1165
2024 Q4	$7.1K	Buy	+69	New	+$6.51K	﹤0.01%	1521

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GeoWealth Management's CALM Position: Q1 2025 in Review

GeoWealth Management sold out of Cal-Maine (CALM) in Q1 2025, closing a stake of 69 shares — an estimated $7.1K sold.

GeoWealth Management first reported a position in CALM in Q4 2024 and held it in 1 quarter. The position peaked at $7.1K in Q4 2024. 420 funds tracked by Wall St. Rank hold CALM as of Q1 2025.

GeoWealth Management reported no remaining Cal-Maine position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 69 Cal-Maine shares in Q1 2025, an estimated $7.1K.
GeoWealth Management first reported a position in Cal-Maine in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Cal-Maine position peaked at $7.1K in Q4 2024.
420 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2025.

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