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GeoWealth Management’s Commercial Metals CMC Stock Holding History

GeoWealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,797
Closed -$139K – 1205
2024
Q4 		$139K Buy
+2,797
New +$158K ﹤0.01% 883

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GeoWealth Management's CMC Position: Q1 2025 in Review

GeoWealth Management sold out of Commercial Metals (CMC) in Q1 2025, closing a stake of 2,797 shares — an estimated $139K sold.

GeoWealth Management first reported a position in CMC in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 392 funds tracked by Wall St. Rank hold CMC as of Q1 2025.

  • GeoWealth Management reported no remaining Commercial Metals position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,797 Commercial Metals shares in Q1 2025, an estimated $139K.
  • GeoWealth Management first reported a position in Commercial Metals in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Commercial Metals position peaked at $139K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2025.

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