GeoWealth Management’s Choice Hotels CHH Stock Holding History

GeoWealth Management’s Portfolio CHH Stock Details CHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$13.3K	–	1219
2025 Q1	$13.3K	Buy	+100	New	+$14.3K	﹤0.01%	988

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

GeoWealth Management's CHH Position: Q2 2025 in Review

GeoWealth Management sold out of Choice Hotels (CHH) in Q2 2025, closing a stake of 100 shares — an estimated $13.3K sold.

GeoWealth Management first reported a position in CHH in Q1 2025 and held it in 1 quarter. The position peaked at $13.3K in Q1 2025. 354 funds tracked by Wall St. Rank hold CHH as of Q2 2025.

GeoWealth Management reported no remaining Choice Hotels position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 100 Choice Hotels shares in Q2 2025, an estimated $13.3K.
GeoWealth Management first reported a position in Choice Hotels in Q1 2025 and held it in 1 quarter.
GeoWealth Management's Choice Hotels position peaked at $13.3K in Q1 2025.
354 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2025.

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