GeoWealth Management’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Sell
1,165
-170
-13% -$28.1K 0.01% 767
2026
Q1
$200K Buy
1,335
+156
+13% +$28.8K 0.01% 724
2025
Q4
$267K Sell
1,179
-15
-1% -$3.52K 0.01% 595
2025
Q3
$325K Buy
1,194
+84
+8% +$21.1K 0.01% 563
2025
Q2
$274K Sell
1,110
-349
-24% -$70K 0.01% 566
2025
Q1
$267K Buy
1,459
+31
+2% +$5.83K 0.01% 582
2024
Q4
$240K Buy
1,428
+51
+4% +$8.38K 0.01% 691
2024
Q3
$197K Buy
+1,377
New +$167K 0.01% 728

Other funds holding DASH

GeoWealth Management's DASH Position: Q2 2026 in Review

GeoWealth Management reduced its DoorDash (DASH) stake by 13% in Q2 2026, selling an estimated $28.1K and leaving 1,165 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #767.

GeoWealth Management first reported a position in DASH in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • GeoWealth Management held 1,165 shares of DoorDash worth $215K as of Q2 2026.
  • GeoWealth Management sold 170 DoorDash shares in Q2 2026, an estimated $28.1K.
  • DoorDash made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #767 holding.
  • GeoWealth Management first reported a position in DoorDash in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's DoorDash position peaked at $325K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

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