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GeoWealth Management’s Capital One COF Stock Holding History

GeoWealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$608K Buy
3,334
+215
+7% +$45K 0.02% 429
2025
Q4 		$756K Sell
3,119
-19
-0.6% -$4.23K 0.03% 347
2025
Q3 		$667K Buy
3,138
+315
+11% +$69K 0.02% 385
2025
Q2 		$601K Buy
2,823
+688
+32% +$128K 0.02% 362
2025
Q1 		$383K Sell
2,135
-593
-22% -$112K 0.02% 486
2024
Q4 		$486K Buy
2,728
+1,201
+79% +$208K 0.02% 474
2024
Q3 		$229K Sell
1,527
-57
-4% -$8.12K 0.01% 676
2024
Q2 		$219K Buy
1,584
+376
+31% +$52.7K 0.01% 656
2024
Q1 		$180K Buy
+1,208
New +$164K 0.01% 708

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

GeoWealth Management's COF Position: Q1 2026 in Review

GeoWealth Management increased its Capital One (COF) stake by 6.9% in Q1 2026, buying an estimated $45K and bringing the position to 3,334 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #429.

GeoWealth Management first reported a position in COF in Q1 2024 and has held it in 9 quarters since. The position peaked at $756K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • GeoWealth Management held 3,334 shares of Capital One worth $608K as of Q1 2026.
  • GeoWealth Management bought 215 Capital One shares in Q1 2026, an estimated $45K.
  • Capital One made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #429 holding.
  • GeoWealth Management first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Capital One position peaked at $756K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.