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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

GeoWealth Management's COHR Position: Q3 2025 in Review

GeoWealth Management sold out of Coherent (COHR) in Q3 2025, closing a stake of 938 shares — an estimated $83.7K sold.

GeoWealth Management first reported a position in COHR in Q3 2024 and held it in 3 quarters. The position peaked at $83.7K in Q2 2025. 701 funds tracked by Wall St. Rank hold COHR as of Q3 2025.

  • GeoWealth Management reported no remaining Coherent position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 938 Coherent shares in Q3 2025, an estimated $83.7K.
  • GeoWealth Management first reported a position in Coherent in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Coherent position peaked at $83.7K in Q2 2025.
  • 701 funds tracked by Wall St. Rank held Coherent as of Q3 2025.

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