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GeoWealth Management’s CoStar Group CSGP Stock Holding History

GeoWealth Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,203
Closed -$96.7K – 857
2025
Q2 		$96.7K Sell
1,203
-749
-38% -$58.3K ﹤0.01% 825
2025
Q1 		$155K Sell
1,952
-1,058
-35% -$80.5K 0.01% 716
2024
Q4 		$215K Buy
3,010
+1,419
+89% +$107K 0.01% 738
2024
Q3 		$120K Buy
+1,591
New +$121K ﹤0.01% 854
2024
Q2 		– Sell
-2,531
Closed -$244K – 875
2024
Q1 		$244K Buy
+2,531
New +$218K 0.01% 624

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GeoWealth Management's CSGP Position: Q3 2025 in Review

GeoWealth Management sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 1,203 shares — an estimated $96.7K sold.

GeoWealth Management first reported a position in CSGP in Q1 2024 and held it in 5 quarters. The position peaked at $244K in Q1 2024. 905 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

  • GeoWealth Management reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,203 CoStar Group shares in Q3 2025, an estimated $96.7K.
  • GeoWealth Management first reported a position in CoStar Group in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's CoStar Group position peaked at $244K in Q1 2024.
  • 905 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

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