GeoWealth Management’s Campbell Soup CPB Stock Holding History

GeoWealth Management’s Portfolio CPB Stock Details CPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-594	Closed	-$24.9K	–	1218
2024 Q4	$24.9K	Sell	594 -607	-51%	-$27.4K	﹤0.01%	1335
2024 Q3	$58.8K	Buy	+1,201	New	+$58.4K	﹤0.01%	1024

Other funds holding CPB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's CPB Position: Q1 2025 in Review

GeoWealth Management sold out of Campbell Soup (CPB) in Q1 2025, closing a stake of 594 shares — an estimated $24.9K sold.

GeoWealth Management first reported a position in CPB in Q3 2024 and held it in 2 quarters. The position peaked at $58.8K in Q3 2024. 634 funds tracked by Wall St. Rank hold CPB as of Q1 2025.

GeoWealth Management reported no remaining Campbell Soup position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 594 Campbell Soup shares in Q1 2025, an estimated $24.9K.
GeoWealth Management first reported a position in Campbell Soup in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Campbell Soup position peaked at $58.8K in Q3 2024.
634 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.