GM
CMA

GeoWealth Management’s Comerica CMA Stock Holding History

GeoWealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-840
Closed -$50.1K – 842
2025
Q2 		$50.1K Buy
+840
New +$46.9K ﹤0.01% 940
2025
Q1 		– Sell
-553
Closed -$34.2K – 1204
2024
Q4 		$34.2K Sell
553
-57
-9% -$3.71K ﹤0.01% 1263
2024
Q3 		$36.5K Buy
+610
New +$33.6K ﹤0.01% 1163

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

GeoWealth Management's CMA Position: Q3 2025 in Review

GeoWealth Management sold out of Comerica (CMA) in Q3 2025, closing a stake of 840 shares — an estimated $50.1K sold.

GeoWealth Management first reported a position in CMA in Q3 2024 and held it in 3 quarters. The position peaked at $50.1K in Q2 2025. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • GeoWealth Management reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 840 Comerica shares in Q3 2025, an estimated $50.1K.
  • GeoWealth Management first reported a position in Comerica in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Comerica position peaked at $50.1K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

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