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GeoWealth Management’s Angel Oak Income ETF CARY Stock Holding History

GeoWealth Management’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
24,232
+652
+3% +$13.7K 0.02% 472
2025
Q4 		$491K Sell
23,580
-2,871
-11% -$60.2K 0.02% 442
2025
Q3 		$553K Sell
26,451
-1,607
-6% -$33.6K 0.02% 425
2025
Q2 		$584K Buy
+28,058
New +$580K 0.02% 372

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's CARY Position: Q1 2026 in Review

GeoWealth Management increased its Angel Oak Income ETF (CARY) stake by 2.8% in Q1 2026, buying an estimated $13.7K and bringing the position to 24,232 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #472.

GeoWealth Management first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $584K in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • GeoWealth Management held 24,232 shares of Angel Oak Income ETF worth $503K as of Q1 2026.
  • GeoWealth Management bought 652 Angel Oak Income ETF shares in Q1 2026, an estimated $13.7K.
  • Angel Oak Income ETF made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #472 holding.
  • GeoWealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • GeoWealth Management's Angel Oak Income ETF position peaked at $584K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

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