GeoWealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

GeoWealth Management’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-118	Closed	-$7.46K	–	1203
2024 Q4	$7.46K	Sell	118 -17	-13%	-$1.08K	﹤0.01%	1514
2024 Q3	$8.28K	Buy	+135	New	+$7.31K	﹤0.01%	1391

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GeoWealth Management's CM Position: Q1 2025 in Review

GeoWealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2025, closing a stake of 118 shares — an estimated $7.46K sold.

GeoWealth Management first reported a position in CM in Q3 2024 and held it in 2 quarters. The position peaked at $8.28K in Q3 2024. 469 funds tracked by Wall St. Rank hold CM as of Q1 2025.

GeoWealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 118 Canadian Imperial Bank of Commerce shares in Q1 2025, an estimated $7.46K.
GeoWealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Canadian Imperial Bank of Commerce position peaked at $8.28K in Q3 2024.
469 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.