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GeoWealth Management’s CATALENT, INC. CTLT Stock Holding History

GeoWealth Management’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,339
Closed -$81.1K – 1903
2024
Q3 		$81.1K Buy
+1,339
New +$79.2K ﹤0.01% 944

Other funds holding CTLT

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $134M AUM 30.07% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

GeoWealth Management's CTLT Position: Q4 2024 in Review

GeoWealth Management sold out of CATALENT, INC. (CTLT) in Q4 2024, closing a stake of 1,339 shares — an estimated $81.1K sold.

GeoWealth Management first reported a position in CTLT in Q3 2024 and held it in 1 quarter. The position peaked at $81.1K in Q3 2024. 6 funds tracked by Wall St. Rank hold CTLT as of Q4 2024.

  • GeoWealth Management reported no remaining CATALENT, INC. position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 1,339 CATALENT, INC. shares in Q4 2024, an estimated $81.1K.
  • GeoWealth Management first reported a position in CATALENT, INC. in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's CATALENT, INC. position peaked at $81.1K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held CATALENT, INC. as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.