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GeoWealth Management’s Cirrus Logic CRUS Stock Holding History

GeoWealth Management’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-731
Closed -$76.2K – 856
2025
Q2 		$76.2K Sell
731
-5
-0.7% -$490 ﹤0.01% 872
2025
Q1 		$73.3K Buy
736
+218
+42% +$22.5K ﹤0.01% 842
2024
Q4 		$51.6K Buy
518
+74
+17% +$8.13K ﹤0.01% 1152
2024
Q3 		$55.1K Buy
+444
New +$58.8K ﹤0.01% 1043

Other funds holding CRUS

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's CRUS Position: Q3 2025 in Review

GeoWealth Management sold out of Cirrus Logic (CRUS) in Q3 2025, closing a stake of 731 shares — an estimated $76.2K sold.

GeoWealth Management first reported a position in CRUS in Q3 2024 and held it in 4 quarters. The position peaked at $76.2K in Q2 2025. 477 funds tracked by Wall St. Rank hold CRUS as of Q3 2025.

  • GeoWealth Management reported no remaining Cirrus Logic position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 731 Cirrus Logic shares in Q3 2025, an estimated $76.2K.
  • GeoWealth Management first reported a position in Cirrus Logic in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Cirrus Logic position peaked at $76.2K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2025.

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