GeoWealth Management’s Cincinnati Financial CINF Stock Holding History

GeoWealth Management’s Portfolio CINF Stock Details CINF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-260	Closed	-$38.7K	–	839
2025 Q2	$38.7K	Buy	+260	New	+$37.2K	﹤0.01%	985
2025 Q1	–	Sell	-554	Closed	-$79.6K	–	1195
2024 Q4	$79.6K	Sell	554 -188	-25%	-$27.5K	﹤0.01%	1030
2024 Q3	$101K	Buy	+742	New	+$96K	﹤0.01%	893

Other funds holding CINF

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's CINF Position: Q3 2025 in Review

GeoWealth Management sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 260 shares — an estimated $38.7K sold.

GeoWealth Management first reported a position in CINF in Q3 2024 and held it in 3 quarters. The position peaked at $101K in Q3 2024. 869 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

GeoWealth Management reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 260 Cincinnati Financial shares in Q3 2025, an estimated $38.7K.
GeoWealth Management first reported a position in Cincinnati Financial in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Cincinnati Financial position peaked at $101K in Q3 2024.
869 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.