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GeoWealth Management’s Global X ClimateTech ETF CTEC Stock Holding History

GeoWealth Management’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,215
Closed -$41.2K – 1228
2024
Q4 		$41.2K Sell
1,215
-791
-39% -$29K ﹤0.01% 1212
2024
Q3 		$83.8K Buy
2,006
+120
+6% +$4.78K ﹤0.01% 935
2024
Q2 		$75.2K Buy
1,886
+55
+3% +$2.5K ﹤0.01% 792
2024
Q1 		$88.1K Sell
1,831
-285
-13% -$13.3K ﹤0.01% 780
2023
Q4 		$114K Buy
2,116
+284
+16% +$14K 0.01% 575
2023
Q3 		$100K Buy
1,832
+191
+12% +$12.5K 0.01% 332
2023
Q2 		$121K Buy
1,641
+160
+11% +$11.8K 0.01% 274
2023
Q1 		$117K Buy
1,481
+360
+32% +$28.5K 0.01% 234
2022
Q4 		$82K Buy
1,121
+46
+4% +$3.41K 0.01% 278
2022
Q3 		$73K Sell
1,075
-252
-19% -$19.6K 0.01% 282
2022
Q2 		$90K Buy
1,327
+73
+6% +$5.28K 0.01% 269
2022
Q1 		$104K Sell
1,254
-23
-2% -$1.78K 0.01% 323
2021
Q4 		$111K Buy
1,277
+77
+6% +$7.63K 0.01% 303
2021
Q3 		$114K Buy
1,200
+723
+152% +$70.6K 0.01% 317
2021
Q2 		$46K Buy
477
+167
+54% +$16.4K 0.01% 258
2021
Q1 		$32K Buy
+310
New +$38.5K 0.01% 197

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GeoWealth Management's CTEC Position: Q1 2025 in Review

GeoWealth Management sold out of Global X ClimateTech ETF (CTEC) in Q1 2025, closing a stake of 1,215 shares — an estimated $41.2K sold.

GeoWealth Management first reported a position in CTEC in Q1 2021 and held it in 16 quarters. The position peaked at $121K in Q2 2023. 22 funds tracked by Wall St. Rank hold CTEC as of Q1 2025.

  • GeoWealth Management reported no remaining Global X ClimateTech ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,215 Global X ClimateTech ETF shares in Q1 2025, an estimated $41.2K.
  • GeoWealth Management first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 16 quarters.
  • GeoWealth Management's Global X ClimateTech ETF position peaked at $121K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2025.

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