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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
1,671
+49
+3% +$8.7K 0.01% 637
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

GeoWealth Management's CHRW Position: Q2 2026 in Review

GeoWealth Management increased its C.H. Robinson (CHRW) stake by 3% in Q2 2026, buying an estimated $8.7K and bringing the position to 1,671 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #637.

GeoWealth Management first reported a position in CHRW in Q4 2023 and has held it in 11 quarters since. 893 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • GeoWealth Management held 1,671 shares of C.H. Robinson worth $315K as of Q2 2026.
  • GeoWealth Management bought 49 C.H. Robinson shares in Q2 2026, an estimated $8.7K.
  • C.H. Robinson made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #637 holding.
  • GeoWealth Management first reported a position in C.H. Robinson in Q4 2023 and has held it in 11 quarters since.
  • 893 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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