GeoWealth Management’s Confluent CFLT Stock Holding History

GeoWealth Management’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-142	Closed	-$3.97K	–	1183
2024 Q4	$3.97K	Buy	+142	New	+$3.81K	﹤0.01%	1579

Other funds holding CFLT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GeoWealth Management's CFLT Position: Q1 2025 in Review

GeoWealth Management sold out of Confluent (CFLT) in Q1 2025, closing a stake of 142 shares — an estimated $3.97K sold.

GeoWealth Management first reported a position in CFLT in Q4 2024 and held it in 1 quarter. The position peaked at $3.97K in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

GeoWealth Management reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 142 Confluent shares in Q1 2025, an estimated $3.97K.
GeoWealth Management first reported a position in Confluent in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Confluent position peaked at $3.97K in Q4 2024.
400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

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