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GeoWealth Management’s Caesars Entertainment CZR Stock Holding History

GeoWealth Management’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,503
Closed -$278K – 903
2026
Q1 		$278K Sell
10,503
-1,276
-11% -$30.3K 0.01% 636
2025
Q4 		$276K Buy
11,779
+1,874
+19% +$42.1K 0.01% 590
2025
Q3 		$268K Buy
9,905
+2,082
+27% +$56.4K 0.01% 621
2025
Q2 		$222K Buy
+7,823
New +$213K 0.01% 634
2025
Q1 		– Sell
-7,690
Closed -$257K – 1236
2024
Q4 		$257K Buy
7,690
+3,742
+95% +$148K 0.01% 670
2024
Q3 		$165K Buy
3,948
+78
+2% +$2.92K 0.01% 772
2024
Q2 		$154K Buy
3,870
+2,254
+139% +$84.7K 0.01% 736
2024
Q1 		$70.7K Buy
+1,616
New +$69.9K ﹤0.01% 793

Other funds holding CZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's CZR Position: Q2 2026 in Review

GeoWealth Management sold out of Caesars Entertainment (CZR) in Q2 2026, closing a stake of 10,503 shares — an estimated $278K sold.

GeoWealth Management first reported a position in CZR in Q1 2024 and held it in 8 quarters. The position peaked at $278K in Q1 2026. 413 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • GeoWealth Management reported no remaining Caesars Entertainment position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 10,503 Caesars Entertainment shares in Q2 2026, an estimated $278K.
  • GeoWealth Management first reported a position in Caesars Entertainment in Q1 2024 and held it in 8 quarters.
  • GeoWealth Management's Caesars Entertainment position peaked at $278K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.