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GeoWealth Management’s Clorox CLX Stock Holding History

GeoWealth Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-133
Closed -$16K – 841
2025
Q2 		$16K Sell
133
-130
-49% -$17.3K ﹤0.01% 1088
2025
Q1 		$38.7K Sell
263
-389
-60% -$59.4K ﹤0.01% 921
2024
Q4 		$106K Sell
652
-26
-4% -$4.25K ﹤0.01% 953
2024
Q3 		$110K Buy
+678
New +$100K ﹤0.01% 871

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's CLX Position: Q3 2025 in Review

GeoWealth Management sold out of Clorox (CLX) in Q3 2025, closing a stake of 133 shares — an estimated $16K sold.

GeoWealth Management first reported a position in CLX in Q3 2024 and held it in 4 quarters. The position peaked at $110K in Q3 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • GeoWealth Management reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 133 Clorox shares in Q3 2025, an estimated $16K.
  • GeoWealth Management first reported a position in Clorox in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Clorox position peaked at $110K in Q3 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

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