GeoWealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.43M Sell
29,206
-3,341
-10% -$349K 0.11% 120
2026
Q1
$2.53M Buy
32,547
+3,642
+13% +$285K 0.09% 133
2025
Q4
$2.23M Buy
28,905
+4
+0% +$297 0.08% 149
2025
Q3
$1.98M Buy
28,901
+1,271
+5% +$86.6K 0.07% 176
2025
Q2
$1.92M Buy
27,630
+883
+3% +$54.3K 0.07% 158
2025
Q1
$1.65M Sell
26,747
-4,036
-13% -$248K 0.07% 177
2024
Q4
$1.82M Buy
30,783
+2,715
+10% +$155K 0.06% 195
2024
Q3
$1.49M Sell
28,068
-1,553
-5% -$75.5K 0.05% 228
2024
Q2
$1.41M Buy
29,621
+29
+0.1% +$1.38K 0.06% 212
2024
Q1
$1.48M Buy
29,592
+11,669
+65% +$582K 0.06% 227
2023
Q4
$906K Buy
17,923
+17,240
+2,524% +$881K 0.07% 226
2023
Q3
$37K Sell
683
-462
-40% -$24.9K ﹤0.01% 409
2023
Q2
$59K Buy
1,145
+561
+96% +$27.6K 0.01% 325
2023
Q1
$31K Sell
584
-10,736
-95% -$524K ﹤0.01% 301
2022
Q4
$539K Sell
11,320
-22,232
-66% -$1.01M 0.06% 143
2022
Q3
$1.34M Buy
33,552
+1,478
+5% +$65.6K 0.15% 101
2022
Q2
$1.37M Buy
32,074
+4,176
+15% +$200K 0.18% 93
2022
Q1
$1.56M Buy
+27,898
New +$1.58M 0.14% 114
2019
Q4
Sell
-7,167
Closed -$355K 123
2019
Q3
$355K Buy
+7,167
New +$372K 0.08% 131

Other funds holding CSCO

GeoWealth Management's CSCO Position: Q2 2026 in Review

GeoWealth Management reduced its Cisco (CSCO) stake by 10% in Q2 2026, selling an estimated $349K and leaving 29,206 shares worth $3.43M. The position accounts for 0.11% of the portfolio, ranked #120.

GeoWealth Management first reported a position in CSCO in Q3 2019 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • GeoWealth Management held 29,206 shares of Cisco worth $3.43M as of Q2 2026.
  • GeoWealth Management sold 3,341 Cisco shares in Q2 2026, an estimated $349K.
  • Cisco made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #120 holding.
  • GeoWealth Management first reported a position in Cisco in Q3 2019 and has held it in 19 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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