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GeoWealth Management’s CubeSmart CUBE Stock Holding History

GeoWealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,425
Closed -$146K – 1222
2025
Q1 		$146K Buy
3,425
+351
+11% +$14.7K 0.01% 730
2024
Q4 		$132K Buy
3,074
+429
+16% +$20.6K ﹤0.01% 896
2024
Q3 		$142K Buy
+2,645
New +$131K 0.01% 809

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's CUBE Position: Q2 2025 in Review

GeoWealth Management sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 3,425 shares — an estimated $146K sold.

GeoWealth Management first reported a position in CUBE in Q3 2024 and held it in 3 quarters. The position peaked at $146K in Q1 2025. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

  • GeoWealth Management reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,425 CubeSmart shares in Q2 2025, an estimated $146K.
  • GeoWealth Management first reported a position in CubeSmart in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's CubeSmart position peaked at $146K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.