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GeoWealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

GeoWealth Management’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36
Closed -$3.2K – 780
2025
Q3 		$3.2K Hold
36
– – ﹤0.01% 757
2025
Q2 		$2.71K Sell
36
-15,120
-100% -$1.12M ﹤0.01% 1161
2025
Q1 		$1.08M Buy
+15,156
New +$1M 0.04% 242

Other funds holding DBP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

GeoWealth Management's DBP Position: Q4 2025 in Review

GeoWealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2025, closing a stake of 36 shares — an estimated $3.2K sold.

GeoWealth Management first reported a position in DBP in Q1 2025 and held it in 3 quarters. The position peaked at $1.08M in Q1 2025. 61 funds tracked by Wall St. Rank hold DBP as of Q4 2025.

  • GeoWealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 36 Invesco DB Precious Metals Fund shares in Q4 2025, an estimated $3.2K.
  • GeoWealth Management first reported a position in Invesco DB Precious Metals Fund in Q1 2025 and held it in 3 quarters.
  • GeoWealth Management's Invesco DB Precious Metals Fund position peaked at $1.08M in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.