GM
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GeoWealth Management’s CMS Energy CMS Stock Holding History

GeoWealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-837
Closed -$58K – 844
2025
Q2 		$58K Sell
837
-3,994
-83% -$285K ﹤0.01% 914
2025
Q1 		$363K Buy
4,831
+3,540
+274% +$247K 0.01% 499
2024
Q4 		$86K Buy
1,291
+60
+5% +$4.13K ﹤0.01% 1013
2024
Q3 		$86.9K Buy
+1,231
New +$80.8K ﹤0.01% 924

Other funds holding CMS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management's CMS Position: Q3 2025 in Review

GeoWealth Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 837 shares — an estimated $58K sold.

GeoWealth Management first reported a position in CMS in Q3 2024 and held it in 4 quarters. The position peaked at $363K in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • GeoWealth Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 837 CMS Energy shares in Q3 2025, an estimated $58K.
  • GeoWealth Management first reported a position in CMS Energy in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's CMS Energy position peaked at $363K in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

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