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GeoWealth Management’s D.R. Horton DHI Stock Holding History

GeoWealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-443
Closed -$57.1K – 868
2025
Q2 		$57.1K Buy
443
+111
+33% +$13.7K ﹤0.01% 916
2025
Q1 		$42.2K Sell
332
-5,243
-94% -$703K ﹤0.01% 913
2024
Q4 		$779K Buy
5,575
+827
+17% +$138K 0.03% 360
2024
Q3 		$906K Buy
4,748
+179
+4% +$31.5K 0.03% 323
2024
Q2 		$644K Sell
4,569
-6
-0.1% -$881 0.03% 367
2024
Q1 		$753K Buy
4,575
+53
+1% +$7.95K 0.03% 347
2023
Q4 		$687K Buy
+4,522
New +$557K 0.06% 270
2023
Q1 		– Sell
-327
Closed -$29K – 393
2022
Q4 		$29K Sell
327
-38
-10% -$3.05K ﹤0.01% 299
2022
Q3 		$25K Buy
365
+29
+9% +$2.13K ﹤0.01% 304
2022
Q2 		$22K Buy
336
+29
+9% +$2.04K ﹤0.01% 295
2022
Q1 		$24K Buy
307
+47
+18% +$4.08K ﹤0.01% 363
2021
Q4 		$28K Sell
260
-12
-4% -$1.16K ﹤0.01% 338
2021
Q3 		$23K Sell
272
-732
-73% -$67.4K ﹤0.01% 363
2021
Q2 		$91K Buy
+1,004
New +$94.2K 0.01% 209

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's DHI Position: Q3 2025 in Review

GeoWealth Management sold out of D.R. Horton (DHI) in Q3 2025, closing a stake of 443 shares — an estimated $57.1K sold.

GeoWealth Management first reported a position in DHI in Q2 2021 and held it in 14 quarters. The position peaked at $906K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DHI as of Q3 2025.

  • GeoWealth Management reported no remaining D.R. Horton position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 443 D.R. Horton shares in Q3 2025, an estimated $57.1K.
  • GeoWealth Management first reported a position in D.R. Horton in Q2 2021 and held it in 14 quarters.
  • GeoWealth Management's D.R. Horton position peaked at $906K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2025.

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