GeoWealth Management’s Commault Systems CVLT Stock Holding History

GeoWealth Management’s Portfolio CVLT Stock Details CVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-672	Closed	-$101K	–	1232
2024 Q4	$101K	Buy	+672	New	+$108K	﹤0.01%	961

Other funds holding CVLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's CVLT Position: Q1 2025 in Review

GeoWealth Management sold out of Commault Systems (CVLT) in Q1 2025, closing a stake of 672 shares — an estimated $101K sold.

GeoWealth Management first reported a position in CVLT in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

GeoWealth Management reported no remaining Commault Systems position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 672 Commault Systems shares in Q1 2025, an estimated $101K.
GeoWealth Management first reported a position in Commault Systems in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Commault Systems position peaked at $101K in Q4 2024.
425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

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