GeoWealth Management’s Americold COLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-10,611
Closed -$136K – 863
2025
Q4
$136K Buy
+10,611
New +$130K 0.01% 703
2025
Q3
– Sell
-12,310
Closed -$205K – 850
2025
Q2
$205K Sell
12,310
-4,733
-28% -$85.8K 0.01% 653
2025
Q1
$366K Buy
17,043
+3,606
+27% +$78.4K 0.01% 497
2024
Q4
$288K Buy
13,437
+5,482
+69% +$133K 0.01% 641
2024
Q3
$225K Buy
7,955
+27
+0.3% +$771 0.01% 680
2024
Q2
$202K Buy
+7,928
New +$194K 0.01% 684

Other funds holding COLD

GeoWealth Management's COLD Position: Q1 2026 in Review

GeoWealth Management sold out of Americold (COLD) in Q1 2026, closing a stake of 10,611 shares — an estimated $136K sold.

GeoWealth Management first reported a position in COLD in Q2 2024 and held it in 6 quarters. The position peaked at $366K in Q1 2025. 399 funds tracked by Wall St. Rank hold COLD as of Q1 2026.

  • GeoWealth Management reported no remaining Americold position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 10,611 Americold shares in Q1 2026, an estimated $136K.
  • GeoWealth Management first reported a position in Americold in Q2 2024 and held it in 6 quarters.
  • GeoWealth Management's Americold position peaked at $366K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Americold as of Q1 2026.

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