GeoWealth Management’s C.H. Robinson CHRW Stock Holding History

GeoWealth Management’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Buy	1,622 +1,061	+189%	+$190K	0.01%	645
2025 Q4	$90.2K	Buy	561 +11	+2%	+$1.63K	﹤0.01%	723
2025 Q3	$72.8K	Sell	550 -18	-3%	-$2.11K	﹤0.01%	735
2025 Q2	$54.5K	Sell	568 -135	-19%	-$12.6K	﹤0.01%	924
2025 Q1	$72K	Sell	703 -367	-34%	-$37.1K	﹤0.01%	845
2024 Q4	$111K	Buy	1,070 +239	+29%	+$25.7K	﹤0.01%	939
2024 Q3	$91.7K	Sell	831 -883	-52%	-$85.7K	﹤0.01%	912
2024 Q2	$151K	Buy	1,714 +1,411	+466%	+$113K	0.01%	738
2024 Q1	$23.1K	Buy	303 +190	+168%	+$14.9K	﹤0.01%	823
2023 Q4	$10K	Buy	+113	New	+$9.47K	﹤0.01%	658

Other funds holding CHRW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return