GeoWealth Management’s Check Point Software Technologies CHKP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$624K Sell
4,745
-1,143
-19% -$149K 0.02% 444
2026
Q1
$841K Buy
5,888
+383
+7% +$64.1K 0.03% 343
2025
Q4
$1.02M Buy
5,505
+1,620
+42% +$313K 0.04% 268
2025
Q3
$804K Sell
3,885
-1,458
-27% -$294K 0.03% 347
2025
Q2
$1.18M Buy
5,343
+143
+3% +$31.5K 0.05% 222
2025
Q1
$1.19M Buy
5,200
+2,167
+71% +$459K 0.05% 223
2024
Q4
$566K Buy
3,033
+196
+7% +$36.9K 0.02% 444
2024
Q3
$547K Buy
2,837
+1,192
+72% +$218K 0.02% 449
2024
Q2
$271K Buy
1,645
+936
+132% +$146K 0.01% 610
2024
Q1
$116K Buy
+709
New +$114K ﹤0.01% 760

Other funds holding CHKP

GeoWealth Management's CHKP Position: Q2 2026 in Review

GeoWealth Management reduced its Check Point Software Technologies (CHKP) stake by 19% in Q2 2026, selling an estimated $149K and leaving 4,745 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #444.

GeoWealth Management first reported a position in CHKP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2025. 642 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • GeoWealth Management held 4,745 shares of Check Point Software Technologies worth $624K as of Q2 2026.
  • GeoWealth Management sold 1,143 Check Point Software Technologies shares in Q2 2026, an estimated $149K.
  • Check Point Software Technologies made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #444 holding.
  • GeoWealth Management first reported a position in Check Point Software Technologies in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Check Point Software Technologies position peaked at $1.19M in Q1 2025.
  • 642 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

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