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GeoWealth Management’s Coherent COHR Stock Holding History

GeoWealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851K Buy
+2,158
New +$763K 0.03% 361
2025
Q3 		– Sell
-938
Closed -$83.7K – 848
2025
Q2 		$83.7K Buy
+938
New +$67.5K ﹤0.01% 850
2025
Q1 		– Sell
-43
Closed -$4.07K – 1209
2024
Q4 		$4.07K Sell
43
-2
-4% -$200 ﹤0.01% 1573
2024
Q3 		$4K Buy
+45
New +$3.36K ﹤0.01% 1478

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's COHR Position: Q2 2026 in Review

GeoWealth Management opened a new position in Coherent (COHR) in Q2 2026: 2,158 shares worth $851K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in COHR as recently as Q2 2025.

GeoWealth Management first reported a position in COHR in Q3 2024 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • GeoWealth Management held 2,158 shares of Coherent worth $851K as of Q2 2026.
  • Coherent was a new GeoWealth Management position in Q2 2026.
  • Coherent made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #361 holding.
  • GeoWealth Management first reported a position in Coherent in Q3 2024 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.