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GeoWealth Management’s Dropbox DBX Stock Holding History

GeoWealth Management’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,172
Closed -$33.5K – 864
2025
Q2 		$33.5K Sell
1,172
-40
-3% -$1.13K ﹤0.01% 1005
2025
Q1 		$32.4K Buy
1,212
+746
+160% +$21.7K ﹤0.01% 939
2024
Q4 		$14K Buy
466
+352
+309% +$9.72K ﹤0.01% 1447
2024
Q3 		$2.9K Buy
+114
New +$2.68K ﹤0.01% 1520

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's DBX Position: Q3 2025 in Review

GeoWealth Management sold out of Dropbox (DBX) in Q3 2025, closing a stake of 1,172 shares — an estimated $33.5K sold.

GeoWealth Management first reported a position in DBX in Q3 2024 and held it in 4 quarters. The position peaked at $33.5K in Q2 2025. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • GeoWealth Management reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,172 Dropbox shares in Q3 2025, an estimated $33.5K.
  • GeoWealth Management first reported a position in Dropbox in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Dropbox position peaked at $33.5K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.