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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
Q2 		$550K Buy
26,474
+2,242
+9% +$46.7K 0.02% 479
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GeoWealth Management's CARY Position: Q2 2026 in Review

GeoWealth Management increased its Angel Oak Income ETF (CARY) stake by 9.3% in Q2 2026, buying an estimated $46.7K and bringing the position to 26,474 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #479.

GeoWealth Management first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $584K in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • GeoWealth Management held 26,474 shares of Angel Oak Income ETF worth $550K as of Q2 2026.
  • GeoWealth Management bought 2,242 Angel Oak Income ETF shares in Q2 2026, an estimated $46.7K.
  • Angel Oak Income ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #479 holding.
  • GeoWealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
  • GeoWealth Management's Angel Oak Income ETF position peaked at $584K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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