GeoWealth Management’s Certara CERT Stock Holding History

GeoWealth Management’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,191	Closed	-$21.7K	–	1218
2025 Q1	$21.7K	Buy	+2,191	New	+$26.6K	﹤0.01%	965

Other funds holding CERT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

GeoWealth Management's CERT Position: Q2 2025 in Review

GeoWealth Management sold out of Certara (CERT) in Q2 2025, closing a stake of 2,191 shares — an estimated $21.7K sold.

GeoWealth Management first reported a position in CERT in Q1 2025 and held it in 1 quarter. The position peaked at $21.7K in Q1 2025. 235 funds tracked by Wall St. Rank hold CERT as of Q2 2025.

GeoWealth Management reported no remaining Certara position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 2,191 Certara shares in Q2 2025, an estimated $21.7K.
GeoWealth Management first reported a position in Certara in Q1 2025 and held it in 1 quarter.
GeoWealth Management's Certara position peaked at $21.7K in Q1 2025.
235 funds tracked by Wall St. Rank held Certara as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.