GeoWealth Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$223K Buy
2,621
+122
+5% +$10.9K 0.01% 692
2025
Q4
$197K Buy
2,499
+575
+30% +$45.1K 0.01% 671
2025
Q3
$154K Buy
1,924
+5
+0.3% +$427 0.01% 710
2025
Q2
$174K Sell
1,919
-295
-13% -$26.9K 0.01% 701
2025
Q1
$207K Sell
2,214
-2,978
-57% -$267K 0.01% 651
2024
Q4
$472K Sell
5,192
-1,389
-21% -$133K 0.02% 481
2024
Q3
$683K Sell
6,581
-1,941
-23% -$198K 0.02% 398
2024
Q2
$827K Buy
8,522
+2,697
+46% +$249K 0.04% 307
2024
Q1
$525K Buy
5,825
+3,244
+126% +$275K 0.02% 424
2023
Q4
$206K Buy
+2,581
New +$194K 0.02% 500

Other funds holding CL

GeoWealth Management's CL Position: Q1 2026 in Review

GeoWealth Management increased its Colgate-Palmolive (CL) stake by 4.9% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,621 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #692.

GeoWealth Management first reported a position in CL in Q4 2023 and has held it in 10 quarters since. The position peaked at $827K in Q2 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • GeoWealth Management held 2,621 shares of Colgate-Palmolive worth $223K as of Q1 2026.
  • GeoWealth Management bought 122 Colgate-Palmolive shares in Q1 2026, an estimated $10.9K.
  • Colgate-Palmolive made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #692 holding.
  • GeoWealth Management first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's Colgate-Palmolive position peaked at $827K in Q2 2024.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.