GeoWealth Management’s Chipotle Mexican Grill CMG Stock Holding History

GeoWealth Management’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,077	Closed	-$285K	–	843
2025 Q2	$285K	Buy	5,077 +3,177	+167%	+$162K	0.01%	557
2025 Q1	$95.4K	Sell	1,900 -3,061	-62%	-$166K	﹤0.01%	794
2024 Q4	$299K	Sell	4,961 -1,838	-27%	-$111K	0.01%	624
2024 Q3	$392K	Buy	6,799 +1,049	+18%	+$58.1K	0.01%	524
2024 Q2	$360K	Buy	5,750 +1,650	+40%	+$103K	0.02%	526
2024 Q1	$238K	Buy	+4,100	New	+$210K	0.01%	628
2022 Q2	–	Sell	-3,400	Closed	-$107K	–	337
2022 Q1	$107K	Hold	3,400	–	–	0.01%	320
2021 Q4	$118K	Buy	3,400 +500	+17%	+$17.6K	0.01%	298
2021 Q3	$106K	Buy	+2,900	New	+$106K	0.01%	320

Other funds holding CMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GeoWealth Management's CMG Position: Q3 2025 in Review

GeoWealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 5,077 shares — an estimated $285K sold.

GeoWealth Management first reported a position in CMG in Q3 2021 and held it in 9 quarters. The position peaked at $392K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

GeoWealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 5,077 Chipotle Mexican Grill shares in Q3 2025, an estimated $285K.
GeoWealth Management first reported a position in Chipotle Mexican Grill in Q3 2021 and held it in 9 quarters.
GeoWealth Management's Chipotle Mexican Grill position peaked at $392K in Q3 2024.
1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

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